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 | $71,355 | $77,814-8.3% | $158,223-54.9% | $86,983-18.0% |
| Participation rate | 92.6% | 68.4%+24.1pp | 79.2%+13.4pp | 69.5%+23.0pp |
| Annual return | 12.17% | 30.54%-18.4pp | 52.09%-39.9pp | 25.83%-13.7pp |
| Employer contribution / active EE | $1,956 | $2,592-24.5% | $4,109-52.4% | $2,584-24.3% |
| Participant deferral / active EE | $2,909 | $3,270-11.0% | $5,467-46.8% | $4,194-30.6% |
| Admin fee / account holder | $11,513 | $5,879+95.8% | $16,047-28.3% | $7,856+46.6% |