Filed June 24, 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 | $205,538 | $95,453+115.3% | $112,040+83.5% | $82,448+149.3% |
| Participation rate | 74.1% | 72.8%+1.4pp | 76.5%-2.4pp | 68.1%+6.0pp |
| Annual return | 14.10% | 23.92%-9.8pp | 24.52%-10.4pp | 41.64%-27.5pp |
| Employer contribution / active EE | $2,964 | $2,318+27.9% | $2,954+0.3% | $2,551+16.2% |
| Participant deferral / active EE | $7,148 | $4,224+69.2% | $5,098+40.2% | $4,139+72.7% |
| Admin fee / account holder | $19,810 | $9,013+119.8% | $12,098+63.7% | $7,234+173.8% |