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 | $193,321 | $135,645+42.5% | $110,243+75.4% | $135,380+42.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.68% | 513.24%-519.9pp | 314.76%-321.4pp | 519.81%-526.5pp |
| Employer contribution / active EE | $5,447 | $4,907+11.0% | $3,827+42.3% | $4,779+14.0% |
| Participant deferral / active EE | $6,738 | $5,507+22.3% | $4,672+44.2% | $5,609+20.1% |
| Admin fee / account holder | $6,240 | $11,458-45.5% | $8,548-27.0% | $10,828-42.4% |