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 | $111,830 | $165,399-32.4% | $149,745-25.3% | $158,982-29.7% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 19.29% | 348.34%-329.0pp | 276.72%-257.4pp | 302.99%-283.7pp |
| Employer contribution / active EE | $3,168 | $5,105-37.9% | $4,646-31.8% | $4,763-33.5% |
| Participant deferral / active EE | $7,664 | $7,183+6.7% | $6,843+12.0% | $5,983+28.1% |
| Admin fee / account holder | $1,112 | $10,811-89.7% | $9,312-88.1% | $11,252-90.1% |