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 | $69,861 | $48,337+44.5% | $67,560+3.4% | $80,959-13.7% |
| Participation rate | 92.9% | 66.4%+26.4pp | 72.9%+19.9pp | 67.7%+25.2pp |
| Annual return | 12.33% | 18.26%-5.9pp | 3533.50%-3521.2pp | 35.67%-23.3pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,737-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,565 | $2,928+90.0% | $4,004+39.0% | $4,300+29.4% |
| Admin fee / account holder | $9,129 | $3,695+147.0% | $3,994+128.6% | $6,925+31.8% |