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 | $89,259+27.4% | $107,187+6.1% | $82,637+37.6% |
| Participation rate | 98.6% | 67.9%+30.7pp | 75.0%+23.6pp | 68.1%+30.5pp |
| Annual return | 38.02% | 21.02%+17.0pp | 204.55%-166.5pp | 53.51%-15.5pp |
| Employer contribution / active EE | $11,915 | $3,080+286.9% | $3,782+215.0% | $2,552+366.9% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $5,096-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,714 | $7,381-9.0% | $9,162-26.7% | $7,339-8.5% |