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 | $47,524 | $101,795-53.3% | $165,100-71.2% | $80,959-41.3% |
| Participation rate | 90.9% | 71.8%+19.1pp | 78.6%+12.3pp | 67.7%+23.2pp |
| Annual return | 17.00% | 16.73%+0.3pp | 70.21%-53.2pp | 35.67%-18.7pp |
| Employer contribution / active EE | $1,665 | $2,954-43.6% | $4,348-61.7% | $2,757-39.6% |
| Participant deferral / active EE | $4,107 | $4,476-8.2% | $6,035-32.0% | $4,300-4.5% |
| Admin fee / account holder | $3,760 | $8,221-54.3% | $12,696-70.4% | $6,925-45.7% |