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 | $149,034 | $82,674+80.3% | $125,381+18.9% | $68,486+117.6% |
| Participation rate | 93.8% | 75.1%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -17.24% | -5.97%-11.3pp | 572.31%-589.5pp | -7.85%-9.4pp |
| Employer contribution / active EE | $2,184 | $3,382-35.4% | $4,815-54.6% | $2,597-15.9% |
| Participant deferral / active EE | $8,481 | $6,111+38.8% | $7,448+13.9% | $4,028+110.6% |
| Admin fee / account holder | $1,534 | $6,277-75.6% | $10,007-84.7% | $5,404-71.6% |