Filed November 24, 2015
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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 | $72,375 | $140,592-48.5% | $123,106-41.2% | $125,388-42.3% |
| Participation rate | 100.0% | 88.2%+11.8pp | 86.8%+13.2pp | 83.2%+16.8pp |
| Annual return | 2.72% | 16.80%-14.1pp | 13.22%-10.5pp | 282.24%-279.5pp |
| Employer contribution / active EE | $10,587 | $6,041+75.3% | $5,151+105.5% | $4,866+117.6% |
| Participant deferral / active EE | $9,887 | $6,980+41.6% | $6,229+58.7% | $5,352+84.8% |
| Admin fee / account holder | $37,416 | $11,198+234.1% | $9,015+315.1% | $9,541+292.2% |