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 | $157,289 | $73,988+112.6% | $96,538+62.9% | $75,177+109.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 19.85% | 26.73%-6.9pp | 35.74%-15.9pp | 160.75%-140.9pp |
| Employer contribution / active EE | $25,565 | $2,930+772.4% | $3,740+583.5% | $2,671+857.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,672 | $5,220+8.7% | $6,737-15.8% | $5,651+0.4% |