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 | $102,393+134.1% | $147,041+63.0% | $80,911+196.3% |
| Participation rate | 97.3% | 75.9%+21.4pp | 82.2%+15.1pp | 67.6%+29.6pp |
| Annual return | 16.63% | 134.95%-118.3pp | 419.21%-402.6pp | 35.63%-19.0pp |
| Employer contribution / active EE | $1,009 | $3,715-72.8% | $4,935-79.6% | $2,756-63.4% |
| Participant deferral / active EE | $10,841 | $6,647+63.1% | $8,071+34.3% | $4,297+152.3% |
| Admin fee / account holder | $16,515 | $7,943+107.9% | $13,006+27.0% | $6,935+138.2% |