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 | $87,723 | $79,961+9.7% | $98,462-10.9% | $75,177+16.7% |
| Participation rate | 84.6% | 70.4%+14.2pp | 75.2%+9.4pp | 67.2%+17.4pp |
| Annual return | 17.77% | 19.75%-2.0pp | 21.17%-3.4pp | 160.75%-143.0pp |
| Employer contribution / active EE | $2,186 | $2,264-3.5% | $3,049-28.3% | $2,671-18.2% |
| Participant deferral / active EE | $9,269 | $3,753+147.0% | $4,738+95.6% | $4,126+124.6% |
| Admin fee / account holder | $34,237 | $6,842+400.4% | $8,875+285.8% | $5,651+505.8% |