Filed January 29, 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 | $121,458 | $96,731+25.6% | $123,973-2.0% | $86,983+39.6% |
| Participation rate | 75.3% | 70.0%+5.3pp | 76.7%-1.3pp | 69.5%+5.8pp |
| Annual return | 15.61% | 17.33%-1.7pp | 388.13%-372.5pp | 25.83%-10.2pp |
| Employer contribution / active EE | $3,665 | $3,297+11.1% | $4,126-11.2% | $2,584+41.8% |
| Participant deferral / active EE | $8,345 | $4,152+101.0% | $5,247+59.0% | $4,194+99.0% |
| Admin fee / account holder | $11,404 | $8,722+30.7% | $11,799-3.3% | $7,856+45.2% |