Filed May 26, 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 | $41,336 | $85,171-51.5% | $172,753-76.1% | $72,976-43.4% |
| Participation rate | 93.0% | 70.1%+23.0pp | 82.6%+10.4pp | 69.5%+23.5pp |
| Annual return | 22.01% | 27.32%-5.3pp | 803.00%-781.0pp | 81.02%-59.0pp |
| Employer contribution / active EE | $1,823 | $3,324-45.2% | $5,144-64.6% | $2,440-25.3% |
| Participant deferral / active EE | $2,881 | $3,260-11.6% | $5,198-44.6% | $3,608-20.2% |
| Admin fee / account holder | $1,045 | $5,880-82.2% | $13,956-92.5% | $5,124-79.6% |