Filed May 2, 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 | $32,764 | $90,509-63.8% | $78,693-58.4% | $273,968-88.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.49% | 75.61%-67.1pp | 62.18%-53.7pp | 41.45%-33.0pp |
| Employer contribution / active EE | $2,167 | $3,175-31.8% | $2,850-24.0% | $4,869-55.5% |
| Participant deferral / active EE | $1,256 | $3,901-67.8% | $3,517-64.3% | $5,287-76.3% |
| Admin fee / account holder | $874 | $5,264-83.4% | $4,511-80.6% | $10,132-91.4% |