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 | $100,194+105.1% | $122,979+67.1% | $86,983+136.3% |
| Participation rate | 74.1% | 73.0%+1.1pp | 77.2%-3.1pp | 69.5%+4.6pp |
| Annual return | 14.10% | 16.47%-2.4pp | 20.12%-6.0pp | 25.83%-11.7pp |
| Employer contribution / active EE | $2,964 | $2,326+27.4% | $3,062-3.2% | $2,584+14.7% |
| Participant deferral / active EE | $7,148 | $4,133+72.9% | $5,003+42.9% | $4,194+70.4% |
| Admin fee / account holder | $19,810 | $10,148+95.2% | $12,864+54.0% | $7,856+152.2% |