Filed January 30, 2017
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,206 | $209,425-1.5% | $178,499+15.5% | $158,966+29.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 9.86% | 188.80%-178.9pp | 151.10%-141.2pp | 302.95%-293.1pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $18,564 | $5,955+211.7% | $5,202+256.9% | $5,983+210.3% |
| Admin fee / account holder | $722 | $17,078-95.8% | $13,986-94.8% | $11,250-93.6% |