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 | $28,212 | $55,930-49.6% | $76,089-62.9% | $80,925-65.1% |
| Participation rate | 94.9% | 62.1%+32.9pp | 69.1%+25.8pp | 67.7%+27.3pp |
| Annual return | 26.63% | 20.58%+6.1pp | 360.94%-334.3pp | 35.65%-9.0pp |
| Employer contribution / active EE | $1,852 | $1,866-0.8% | $2,690-31.2% | $2,756-32.8% |
| Participant deferral / active EE | $5,883 | $3,051+92.8% | $4,259+38.1% | $4,299+36.9% |
| Admin fee / account holder | $3,039 | $5,241-42.0% | $6,418-52.6% | $6,940-56.2% |