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 | $64,062 | $183,592-65.1% | $155,574-58.8% | $145,877-56.1% |
| Participation rate | 93.8% | 82.7%+11.1pp | 78.2%+15.5pp | 80.3%+13.4pp |
| Annual return | 10.16% | 61.37%-51.2pp | 64.87%-54.7pp | 551.28%-541.1pp |
| Employer contribution / active EE | $3,820 | $5,317-28.1% | $4,676-18.3% | $4,663-18.1% |
| Participant deferral / active EE | $6,468 | $6,4660% | $5,629+14.9% | $6,691-3.3% |
| Admin fee / account holder | $21,516 | $19,316+11.4% | $15,914+35.2% | $13,402+60.5% |