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 | $22,678 | $53,128-57.3% | $86,582-73.8% | $70,126-67.7% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 14.51% | 27.66%-13.1pp | 965.08%-950.6pp | 73.15%-58.6pp |
| Employer contribution / active EE | $1,573 | $2,068-23.9% | $2,839-44.6% | $2,343-32.9% |
| Participant deferral / active EE | $1,114 | $2,695-58.7% | $3,609-69.1% | $3,332-66.6% |
| Admin fee / account holder | $6,745 | $3,584+88.2% | $4,904+37.5% | $4,645+45.2% |