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 | $233,255 | $86,288+170.3% | $111,306+109.6% | $85,851+171.7% |
| Participation rate | 72.7% | 73.3%-0.6pp | 77.3%-4.6pp | 69.3%+3.4pp |
| Annual return | 28.07% | 19.99%+8.1pp | 54.67%-26.6pp | 318.63%-290.6pp |
| Employer contribution / active EE | $2,508 | $2,044+22.7% | $2,732-8.2% | $2,565-2.2% |
| Participant deferral / active EE | $5,791 | $3,641+59.1% | $4,488+29.1% | $3,952+46.5% |
| Admin fee / account holder | $7,175 | $8,189-12.4% | $7,966-9.9% | $6,261+14.6% |