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 | $143,755 | $98,776+45.5% | $149,745-4.0% | $79,856+80.0% |
| Participation rate | 90.7% | 75.8%+14.9pp | 82.5%+8.2pp | 69.6%+21.1pp |
| Annual return | 15.54% | 27.38%-11.8pp | 276.72%-261.2pp | 31.71%-16.2pp |
| Employer contribution / active EE | $2,024 | $3,217-37.1% | $4,646-56.4% | $2,471-18.1% |
| Participant deferral / active EE | $7,796 | $5,681+37.2% | $6,843+13.9% | $3,741+108.4% |
| Admin fee / account holder | $2,317 | $6,053-61.7% | $9,312-75.1% | $5,306-56.3% |