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 | $63,555 | $77,920-18.4% | $149,723-57.6% | $75,177-15.5% |
| Participation rate | 86.7% | 65.6%+21.1pp | 78.8%+7.9pp | 67.2%+19.5pp |
| Annual return | 22.52% | 31.72%-9.2pp | 134.50%-112.0pp | 160.75%-138.2pp |
| Employer contribution / active EE | $2,291 | $3,138-27.0% | $4,821-52.5% | $2,671-14.2% |
| Participant deferral / active EE | $3,471 | $3,411+1.7% | $5,682-38.9% | $4,126-15.9% |
| Admin fee / account holder | $2,262 | $5,951-62.0% | $13,215-82.9% | $5,651-60.0% |