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 | $72,107 | $100,938-28.6% | $90,461-20.3% | $158,982-54.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.94% | 1727.20%-1713.3pp | 1294.76%-1280.8pp | 302.99%-289.0pp |
| Employer contribution / active EE | $13,140 | $3,691+255.9% | $3,264+302.6% | $4,763+175.9% |
| Participant deferral / active EE | $8,464 | $4,350+94.6% | $3,964+113.5% | $5,983+41.5% |
| Admin fee / account holder | $317 | $6,510-95.1% | $5,617-94.3% | $11,252-97.2% |