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 | $49,976+227.6% | $66,674+145.6% | $82,637+98.1% |
| Participation rate | 100.0% | 63.1%+36.9pp | 73.7%+26.3pp | 68.1%+31.9pp |
| Annual return | 24.80% | 39.09%-14.3pp | 321.24%-296.4pp | 53.51%-28.7pp |
| Employer contribution / active EE | $3,373 | $1,988+69.7% | $2,620+28.7% | $2,552+32.2% |
| Participant deferral / active EE | $10,533 | $2,847+270.0% | $4,084+157.9% | $4,126+155.3% |
| Admin fee / account holder | $893 | $4,594-80.6% | $5,098-82.5% | $7,339-87.8% |