Filed August 19, 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 | $25,751 | $82,674-68.9% | $125,381-79.5% | $68,486-62.4% |
| Participation rate | 75.0% | 75.1%-0.1pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.31%-590.4pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,406 | $3,382+30.3% | $4,815-8.5% | $2,597+69.7% |
| Participant deferral / active EE | $8,961 | $6,111+46.7% | $7,448+20.3% | $4,028+122.5% |
| Admin fee / account holder | $4,322 | $6,277-31.1% | $10,007-56.8% | $5,404-20.0% |