Filed March 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 | $163,720 | $64,920+152.2% | $103,693+57.9% | $86,983+88.2% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 24.80% | 30.29%-5.5pp | 47.61%-22.8pp | 25.83%-1.0pp |
| Employer contribution / active EE | $3,373 | $2,141+57.5% | $2,920+15.5% | $2,584+30.5% |
| Participant deferral / active EE | $10,533 | $3,241+225.0% | $4,579+130.0% | $4,194+151.2% |
| Admin fee / account holder | $893 | $6,191-85.6% | $7,858-88.6% | $7,856-88.6% |