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 | $126,102 | $85,766+47.0% | $136,298-7.5% | $70,126+79.8% |
| Participation rate | 95.4% | 74.2%+21.2pp | 81.9%+13.5pp | 69.5%+25.8pp |
| Annual return | 19.11% | 31.46%-12.3pp | 5156.27%-5137.2pp | 73.15%-54.0pp |
| Employer contribution / active EE | $2,164 | $2,966-27.0% | $4,696-53.9% | $2,343-7.6% |
| Participant deferral / active EE | $9,006 | $5,051+78.3% | $6,247+44.2% | $3,332+170.3% |
| Admin fee / account holder | $4,637 | $5,421-14.5% | $9,244-49.8% | $4,645-0.2% |