Filed July 7, 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 | $24,342 | $99,011-75.4% | $86,582-71.9% | $147,586-83.5% |
| Participation rate | 0.0% | 76.3%-76.3pp | 73.5%-73.5pp | 82.8%-82.8pp |
| Annual return | 26.68% | 1312.75%-1286.1pp | 965.08%-938.4pp | 578.59%-551.9pp |
| Employer contribution / active EE | $0 | $3,132-100.0% | $2,839-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $12,887 | $5,709+125.7% | $4,904+162.8% | $10,886+18.4% |