Filed December 14, 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 | $138,422 | $39,126+253.8% | $57,181+142.1% | $62,891+120.1% |
| Participation rate | 87.0% | 70.5%+16.5pp | 75.3%+11.6pp | 69.3%+17.7pp |
| Annual return | 6.27% | 9.24%-3.0pp | 14.59%-8.3pp | 20.14%-13.9pp |
| Employer contribution / active EE | $7,551 | $1,874+302.9% | $2,682+181.5% | $2,281+231.1% |
| Participant deferral / active EE | $0 | $2,374-100.0% | $3,096-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,398 | $2,593+108.2% | $3,139+71.9% | $4,296+25.7% |