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 | $51,109 | $91,198-44.0% | $178,503-71.4% | $79,856-36.0% |
| Participation rate | 92.5% | 69.2%+23.3pp | 81.9%+10.6pp | 69.6%+22.9pp |
| Annual return | 13.89% | 24.20%-10.3pp | 151.12%-137.2pp | 31.71%-17.8pp |
| Employer contribution / active EE | $1,914 | $3,257-41.2% | $5,011-61.8% | $2,471-22.5% |
| Participant deferral / active EE | $3,117 | $3,237-3.7% | $5,202-40.1% | $3,741-16.7% |
| Admin fee / account holder | $351 | $6,748-94.8% | $13,987-97.5% | $5,306-93.4% |