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 | $113,741 | $88,672+28.3% | $105,223+8.1% | $82,448+38.0% |
| Participation rate | 98.6% | 67.9%+30.7pp | 75.0%+23.5pp | 68.1%+30.5pp |
| Annual return | 38.02% | 30.86%+7.2pp | 180.65%-142.6pp | 41.64%-3.6pp |
| Employer contribution / active EE | $11,915 | $3,048+290.9% | $3,689+223.0% | $2,551+367.1% |
| Participant deferral / active EE | $0 | $4,036-100.0% | $5,072-100.0% | $4,139-100.0% |
| Admin fee / account holder | $6,714 | $7,146-6.0% | $8,859-24.2% | $7,234-7.2% |