Filed December 22, 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 | $83,453 | $156,398-46.6% | $147,318-43.4% | $138,895-39.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 24.57% | 78.75%-54.2pp | 70.43%-45.9pp | 145.39%-120.8pp |
| Employer contribution / active EE | $3,903 | $4,853-19.6% | $4,593-15.0% | $4,194-6.9% |
| Participant deferral / active EE | $8,023 | $8,237-2.6% | $7,906+1.5% | $6,396+25.4% |
| Admin fee / account holder | $13,820 | $14,976-7.7% | $13,708+0.8% | $12,562+10.0% |