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 | $51,638+217.1% | $68,368+139.5% | $82,448+98.6% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 24.80% | 37.53%-12.7pp | 292.57%-267.8pp | 41.64%-16.8pp |
| Employer contribution / active EE | $3,373 | $2,047+64.8% | $2,649+27.3% | $2,551+32.2% |
| Participant deferral / active EE | $10,533 | $2,914+261.5% | $4,123+155.5% | $4,139+154.5% |
| Admin fee / account holder | $893 | $4,643-80.8% | $5,150-82.7% | $7,234-87.7% |