Filed June 23, 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 | $52,540 | $108,825-51.7% | $156,181-66.4% | $82,448-36.3% |
| Participation rate | 93.5% | 72.4%+21.2pp | 78.8%+14.7pp | 68.1%+25.5pp |
| Annual return | 18.15% | 20.59%-2.4pp | 64.87%-46.7pp | 41.64%-23.5pp |
| Employer contribution / active EE | $1,702 | $2,870-40.7% | $4,294-60.4% | $2,551-33.3% |
| Participant deferral / active EE | $4,178 | $4,577-8.7% | $6,132-31.9% | $4,139+0.9% |
| Admin fee / account holder | $1,543 | $9,341-83.5% | $14,586-89.4% | $7,234-78.7% |