Filed December 21, 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 | $239,750 | $102,385+134.2% | $147,080+63.0% | $80,935+196.2% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.7%+29.6pp |
| Annual return | 16.63% | 135.09%-118.5pp | 420.17%-403.5pp | 35.66%-19.0pp |
| Employer contribution / active EE | $1,009 | $3,717-72.8% | $4,933-79.5% | $2,757-63.4% |
| Participant deferral / active EE | $10,841 | $6,651+63.0% | $8,066+34.4% | $4,299+152.1% |
| Admin fee / account holder | $16,515 | $7,951+107.7% | $12,989+27.1% | $6,924+138.5% |