Filed May 2, 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 | $47,881 | $75,935-36.9% | $60,547-20.9% | $125,389-61.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -1.29% | -5.38%+4.1pp | 335.64%-336.9pp | 282.24%-283.5pp |
| Employer contribution / active EE | $4,340 | $3,438+26.2% | $2,419+79.4% | $4,866-10.8% |
| Participant deferral / active EE | $6,624 | $4,506+47.0% | $3,328+99.1% | $5,352+23.8% |
| Admin fee / account holder | $322 | $6,768-95.2% | $4,536-92.9% | $9,541-96.6% |