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 | $195,386 | $154,209+26.7% | $130,062+50.2% | $139,487+40.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 12.71% | 32.52%-19.8pp | -137.37%+150.1pp | 373.84%-361.1pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,322-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $5,538 | $6,709-17.4% | $5,821-4.8% | $6,713-17.5% |
| Admin fee / account holder | $2,451 | $13,988-82.5% | $10,601-76.9% | $11,407-78.5% |