Filed October 8, 2015
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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 | $45,027 | $211,946-78.8% | $169,452-73.4% | $135,380-66.7% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -2.71% | 3.26%-6.0pp | 1.83%-4.5pp | 519.81%-522.5pp |
| Employer contribution / active EE | $2,265 | $5,117-55.7% | $4,157-45.5% | $4,779-52.6% |
| Participant deferral / active EE | $6,992 | $6,075+15.1% | $5,277+32.5% | $5,609+24.7% |
| Admin fee / account holder | $3,074 | $11,472-73.2% | $9,110-66.3% | $10,828-71.6% |