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 | $82,852 | $77,472+6.9% | $100,392-17.5% | $80,935+2.4% |
| Participation rate | 92.3% | 76.9%+15.4pp | 81.5%+10.8pp | 67.7%+24.6pp |
| Annual return | 26.74% | 37.26%-10.5pp | 49.45%-22.7pp | 35.66%-8.9pp |
| Employer contribution / active EE | $5,726 | $2,800+104.5% | $3,941+45.3% | $2,757+107.7% |
| Participant deferral / active EE | $7,868 | $6,818+15.4% | $8,090-2.7% | $4,299+83.0% |
| Admin fee / account holder | $339 | $5,885-94.2% | $7,904-95.7% | $6,924-95.1% |