Filed July 27, 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 | $39,716 | $90,486-56.1% | $78,676-49.5% | $273,972-85.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 7.67% | 75.62%-68.0pp | 62.19%-54.5pp | 41.46%-33.8pp |
| Employer contribution / active EE | $5,549 | $3,175+74.8% | $2,850+94.7% | $4,869+14.0% |
| Participant deferral / active EE | $2,675 | $3,901-31.4% | $3,517-23.9% | $5,287-49.4% |
| Admin fee / account holder | $1,886 | $5,263-64.2% | $4,510-58.2% | $10,133-81.4% |