Filed August 2, 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 | $144,219 | $185,856-22.4% | $170,028-15.2% | $139,456+3.4% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 42.33% | 60.52%-18.2pp | 53.39%-11.1pp | 373.45%-331.1pp |
| Employer contribution / active EE | $13,103 | $7,593+72.6% | $6,788+93.0% | $4,753+175.7% |
| Participant deferral / active EE | $0 | $11,623-100.0% | $10,409-100.0% | $6,711-100.0% |
| Admin fee / account holder | $4,319 | $15,387-71.9% | $12,820-66.3% | $11,407-62.1% |