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 | $97,648+0.5% | $121,663-19.3% | $87,485+12.2% |
| Participation rate | 95.2% | 70.5%+24.8pp | 74.5%+20.7pp | 68.9%+26.3pp |
| Annual return | 14.64% | 18.03%-3.4pp | 147.54%-132.9pp | 26.06%-11.4pp |
| Employer contribution / active EE | $1,388 | $2,300-39.7% | $3,020-54.0% | $2,596-46.5% |
| Participant deferral / active EE | $6,025 | $3,923+53.6% | $4,887+23.3% | $4,274+41.0% |
| Admin fee / account holder | $15,825 | $11,100+42.6% | $14,289+10.7% | $7,775+103.5% |