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 | $244,811 | $162,821+50.4% | $133,978+82.7% | $158,982+54.0% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 6.63% | 41.95%-35.3pp | 45.10%-38.5pp | 302.99%-296.4pp |
| Employer contribution / active EE | $10,113 | $4,976+103.2% | $3,919+158.1% | $4,763+112.3% |
| Participant deferral / active EE | $4,818 | $5,910-18.5% | $5,047-4.5% | $5,983-19.5% |
| Admin fee / account holder | $560 | $11,742-95.2% | $8,930-93.7% | $11,252-95.0% |