Filed May 13, 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 | $217,352 | $166,268+30.7% | $165,100+31.6% | $145,897+49.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.6%+21.4pp | 80.3%+19.7pp |
| Annual return | 10.55% | 100.52%-90.0pp | 70.21%-59.7pp | 552.29%-541.7pp |
| Employer contribution / active EE | $1,743 | $5,284-67.0% | $4,348-59.9% | $4,663-62.6% |
| Participant deferral / active EE | $2,360 | $6,964-66.1% | $6,035-60.9% | $6,689-64.7% |
| Admin fee / account holder | $13,583 | $16,659-18.5% | $12,696+7.0% | $13,390+1.4% |