Filed October 24, 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 | $82,430 | $72,426+13.8% | $67,560+22.0% | $145,897-43.5% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 21.66% | 7226.78%-7205.1pp | 3533.50%-3511.8pp | 552.29%-530.6pp |
| Employer contribution / active EE | $3,911 | $3,074+27.2% | $2,737+42.9% | $4,663-16.1% |
| Participant deferral / active EE | $4,814 | $4,785+0.6% | $4,004+20.2% | $6,689-28.0% |
| Admin fee / account holder | $998 | $5,514-81.9% | $3,994-75.0% | $13,390-92.5% |