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 | $39,072 | $59,111-33.9% | $86,451-54.8% | $68,490-43.0% |
| Participation rate | 100.0% | 75.2%+24.8pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -11.75% | -0.22%-11.5pp | 4398.51%-4410.3pp | -7.85%-3.9pp |
| Employer contribution / active EE | $6,422 | $2,519+155.0% | $3,770+70.4% | $2,597+147.3% |
| Participant deferral / active EE | $4,372 | $5,900-25.9% | $6,953-37.1% | $4,028+8.6% |
| Admin fee / account holder | $5,068 | $5,640-10.1% | $6,734-24.7% | $5,403-6.2% |