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 | $89,796 | $87,106+3.1% | $105,607-15.0% | $80,935+10.9% |
| Participation rate | 90.5% | 70.4%+20.0pp | 75.3%+15.2pp | 67.7%+22.8pp |
| Annual return | 12.37% | 17.01%-4.6pp | 116.11%-103.7pp | 35.66%-23.3pp |
| Employer contribution / active EE | $1,472 | $2,396-38.6% | $3,167-53.5% | $2,757-46.6% |
| Participant deferral / active EE | $6,940 | $3,986+74.1% | $5,011+38.5% | $4,299+61.4% |
| Admin fee / account holder | $24,900 | $8,447+194.8% | $10,958+127.2% | $6,924+259.6% |