Filed April 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 | $170,666 | $99,032+72.3% | $80,022+113.3% | $135,382+26.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -4.19% | 15.39%-19.6pp | 11.22%-15.4pp | 519.77%-524.0pp |
| Employer contribution / active EE | $16,791 | $3,043+451.7% | $2,468+580.4% | $4,779+251.4% |
| Participant deferral / active EE | $8,471 | $4,282+97.8% | $3,686+129.8% | $5,609+51.0% |
| Admin fee / account holder | $59,164 | $10,436+466.9% | $6,521+807.3% | $10,829+446.4% |