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 | $169,861 | $93,589+81.5% | $135,942+25.0% | $75,181+125.9% |
| Participation rate | 95.8% | 75.2%+20.6pp | 81.9%+13.9pp | 67.2%+28.6pp |
| Annual return | 19.35% | 30.90%-11.6pp | 68.28%-48.9pp | 160.69%-141.3pp |
| Employer contribution / active EE | $2,812 | $3,537-20.5% | $4,858-42.1% | $2,671+5.3% |
| Participant deferral / active EE | $11,114 | $6,405+73.5% | $7,759+43.2% | $4,126+169.4% |
| Admin fee / account holder | $28,048 | $6,977+302.0% | $10,764+160.6% | $5,650+396.4% |