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 | $107,171 | $63,346+69.2% | $92,239+16.2% | $70,124+52.8% |
| Participation rate | 77.6% | 68.7%+8.9pp | 76.5%+1.1pp | 69.5%+8.1pp |
| Annual return | 14.50% | 530.19%-515.7pp | 176.29%-161.8pp | 73.14%-58.6pp |
| Employer contribution / active EE | $2,530 | $2,471+2.4% | $3,680-31.2% | $2,342+8.0% |
| Participant deferral / active EE | $4,896 | $2,854+71.6% | $3,897+25.6% | $3,332+47.0% |
| Admin fee / account holder | $18,466 | $3,841+380.8% | $5,194+255.5% | $4,645+297.5% |