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 | $21,931 | $51,222-57.2% | $70,544-68.9% | $75,173-70.8% |
| Participation rate | 92.2% | 61.0%+31.2pp | 68.4%+23.8pp | 67.2%+25.0pp |
| Annual return | 27.55% | 30.06%-2.5pp | 32.79%-5.2pp | 160.72%-133.2pp |
| Employer contribution / active EE | $1,285 | $1,827-29.6% | $2,976-56.8% | $2,671-51.9% |
| Participant deferral / active EE | $5,063 | $2,850+77.6% | $4,568+10.8% | $4,126+22.7% |
| Admin fee / account holder | $4,560 | $4,096+11.3% | $6,427-29.1% | $5,651-19.3% |