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 | $54,094 | $49,249+9.8% | $70,476-23.2% | $79,852-32.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 25.98% | 30.09%-4.1pp | 109.12%-83.1pp | 31.72%-5.7pp |
| Employer contribution / active EE | $2,914 | $2,100+38.7% | $2,738+6.4% | $2,471+17.9% |
| Participant deferral / active EE | $3,879 | $2,769+40.1% | $3,710+4.6% | $3,740+3.7% |
| Admin fee / account holder | $2,231 | $2,878-22.5% | $3,847-42.0% | $5,306-58.0% |