Filed May 19, 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 | $125,310 | $56,484+121.9% | $169,452-26.0% | $64,181+95.2% |
| Participation rate | 98.1% | 64.5%+33.5pp | 77.8%+20.3pp | 69.6%+28.5pp |
| Annual return | -5.52% | -1.55%-4.0pp | 1.83%-7.4pp | 7.63%-13.2pp |
| Employer contribution / active EE | $6,340 | $1,832+246.0% | $4,157+52.5% | $2,381+166.3% |
| Participant deferral / active EE | $5,553 | $3,448+61.1% | $5,277+5.2% | $3,470+60.0% |
| Admin fee / account holder | $2,635 | $4,174-36.9% | $9,110-71.1% | $4,887-46.1% |