Filed January 28, 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 | $98,790 | $63,346+56.0% | $92,240+7.1% | $70,126+40.9% |
| Participation rate | 97.5% | 68.7%+28.8pp | 76.5%+21.0pp | 69.5%+28.0pp |
| Annual return | 16.28% | 530.19%-513.9pp | 176.29%-160.0pp | 73.15%-56.9pp |
| Employer contribution / active EE | $1,479 | $2,471-40.2% | $3,680-59.8% | $2,343-36.9% |
| Participant deferral / active EE | $6,385 | $2,854+123.7% | $3,897+63.8% | $3,332+91.6% |
| Admin fee / account holder | $9,647 | $3,841+151.2% | $5,194+85.7% | $4,645+107.7% |