Filed December 14, 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 | $98,171 | $94,031+4.4% | $115,768-15.2% | $82,448+19.1% |
| Participation rate | 95.2% | 70.4%+24.8pp | 74.4%+20.8pp | 68.1%+27.2pp |
| Annual return | 14.64% | 20.61%-6.0pp | 100.46%-85.8pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,388 | $2,323-40.2% | $2,940-52.8% | $2,551-45.6% |
| Participant deferral / active EE | $6,025 | $3,972+51.7% | $4,917+22.5% | $4,139+45.6% |
| Admin fee / account holder | $15,825 | $10,249+54.4% | $12,439+27.2% | $7,234+118.7% |