Filed May 10, 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 | $59,726 | $150,447-60.3% | $136,298-56.2% | $147,586-59.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 16.18% | 1049.15%-1033.0pp | 5156.27%-5140.1pp | 578.59%-562.4pp |
| Employer contribution / active EE | $1,950 | $5,256-62.9% | $4,696-58.5% | $4,876-60.0% |
| Participant deferral / active EE | $4,226 | $6,631-36.3% | $6,247-32.4% | $5,439-22.3% |
| Admin fee / account holder | $1,680 | $10,906-84.6% | $9,244-81.8% | $10,886-84.6% |