Filed April 7, 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 | $106,552 | $157,304-32.3% | $141,197-24.5% | $152,909-30.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 70.27% | 64.34%+5.9pp | 71.41%-1.1pp | 345.46%-275.2pp |
| Employer contribution / active EE | $7,352 | $5,263+39.7% | $4,736+55.2% | $4,764+54.3% |
| Participant deferral / active EE | $5,959 | $7,111-16.2% | $6,710-11.2% | $5,851+1.8% |
| Admin fee / account holder | $2,282 | $12,126-81.2% | $10,265-77.8% | $11,601-80.3% |