Filed October 20, 2016
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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 | $136,741 | $64,729+111.3% | $112,263+21.8% | $68,490+99.7% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | 28.90% | -11.40%+40.3pp | 27.49%+1.4pp | -7.85%+36.8pp |
| Employer contribution / active EE | $26,679 | $2,746+871.6% | $3,636+633.7% | $2,597+927.4% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $7,237 | $5,222+38.6% | $6,410+12.9% | $5,403+33.9% |