Filed March 30, 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 | $20,727 | $59,804-65.3% | $81,982-74.7% | $79,856-74.0% |
| Participation rate | 92.5% | 61.6%+30.8pp | 69.3%+23.2pp | 69.6%+22.8pp |
| Annual return | 15.54% | 17.56%-2.0pp | 41.31%-25.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $453 | $1,713-73.5% | $2,498-81.9% | $2,471-81.7% |
| Participant deferral / active EE | $3,915 | $2,695+45.2% | $3,722+5.2% | $3,741+4.6% |
| Admin fee / account holder | $798 | $4,288-81.4% | $5,665-85.9% | $5,306-85.0% |