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 | $208,680 | $152,619+36.7% | $125,195+66.7% | $152,909+36.5% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | 17.20% | 54.85%-37.6pp | 43.79%-26.6pp | 345.46%-328.3pp |
| Employer contribution / active EE | $8,332 | $4,947+68.4% | $3,866+115.5% | $4,764+74.9% |
| Participant deferral / active EE | $6,668 | $5,869+13.6% | $4,937+35.0% | $5,851+14.0% |
| Admin fee / account holder | $852 | $13,437-93.7% | $9,704-91.2% | $11,601-92.7% |