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 | $114,712-54.2% | $173,730-69.8% | $87,485-39.9% |
| Participation rate | 93.5% | 73.0%+20.6pp | 79.6%+14.0pp | 68.9%+24.6pp |
| Annual return | 18.15% | 20.18%-2.0pp | 19.96%-1.8pp | 26.06%-7.9pp |
| Employer contribution / active EE | $1,702 | $2,904-41.4% | $4,577-62.8% | $2,596-34.4% |
| Participant deferral / active EE | $4,178 | $4,642-10.0% | $6,326-34.0% | $4,274-2.2% |
| Admin fee / account holder | $1,543 | $10,210-84.9% | $17,523-91.2% | $7,775-80.2% |