Filed November 25, 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 | $27,072 | $107,941-74.9% | $91,994-70.6% | $152,909-82.3% |
| Participation rate | 100.0% | 81.2%+18.8pp | 78.6%+21.4pp | 82.5%+17.5pp |
| Annual return | 43.41% | 89.28%-45.9pp | 69.04%-25.6pp | 345.46%-302.1pp |
| Employer contribution / active EE | $3,695 | $4,212-12.3% | $3,453+7.0% | $4,764-22.4% |
| Participant deferral / active EE | $4,439 | $6,366-30.3% | $5,924-25.1% | $5,851-24.1% |
| Admin fee / account holder | $1,061 | $10,521-89.9% | $7,744-86.3% | $11,601-90.8% |