Filed June 27, 2017
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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 | $56,092 | $93,117-39.8% | $77,096-27.2% | $134,532-58.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.76% | 62.67%-76.4pp | 42.35%-56.1pp | 418.27%-432.0pp |
| Employer contribution / active EE | $7,651 | $3,420+123.7% | $2,814+171.9% | $4,741+61.4% |
| Participant deferral / active EE | $1,683 | $5,241-67.9% | $4,429-62.0% | $6,401-73.7% |
| Admin fee / account holder | $2,663 | $6,948-61.7% | $5,428-51.0% | $11,429-76.7% |