Filed August 22, 2016
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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 | $83,456 | $172,111-51.5% | $150,298-44.5% | $137,256-39.2% |
| Participation rate | 100.0% | 81.7%+18.3pp | 77.8%+22.2pp | 80.0%+20.0pp |
| Annual return | 29.46% | 69.37%-39.9pp | 62.79%-33.3pp | 220.34%-190.9pp |
| Employer contribution / active EE | $3,786 | $4,636-18.3% | $4,154-8.9% | $4,156-8.9% |
| Participant deferral / active EE | $4,867 | $6,166-21.1% | $5,453-10.7% | $6,407-24.0% |
| Admin fee / account holder | $2,917 | $16,471-82.3% | $14,116-79.3% | $12,270-76.2% |