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 | $105,284+8.0% | $150,734-24.5% | $94,015+21.0% |
| Participation rate | 98.6% | 71.7%+26.9pp | 78.4%+20.1pp | 70.8%+27.8pp |
| Annual return | 38.02% | 15.67%+22.3pp | 600.81%-562.8pp | 17.84%+20.2pp |
| Employer contribution / active EE | $11,915 | $3,599+231.1% | $4,918+142.3% | $2,790+327.1% |
| Participant deferral / active EE | $0 | $4,274-100.0% | $5,610-100.0% | $4,249-100.0% |
| Admin fee / account holder | $6,714 | $9,839-31.8% | $14,905-55.0% | $8,951-25.0% |