Filed June 29, 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 | $119,276 | $72,071+65.5% | $68,368+74.5% | $137,256-13.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 160.79% | 353.14%-192.4pp | 292.57%-131.8pp | 220.34%-59.6pp |
| Employer contribution / active EE | $4,012 | $2,788+43.9% | $2,649+51.5% | $4,156-3.5% |
| Participant deferral / active EE | $11,046 | $4,410+150.5% | $4,123+167.9% | $6,407+72.4% |
| Admin fee / account holder | $658 | $5,336-87.7% | $5,150-87.2% | $12,270-94.6% |