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 | $48,277+44.7% | $67,511+3.5% | $80,874-13.6% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.6%+25.2pp |
| Annual return | 12.33% | 18.27%-5.9pp | 3517.41%-3505.1pp | 35.62%-23.3pp |
| Employer contribution / active EE | $0 | $2,021-100.0% | $2,733-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,565 | $2,926+90.2% | $4,000+39.1% | $4,297+29.5% |
| Admin fee / account holder | $9,129 | $3,687+147.6% | $3,999+128.3% | $6,935+31.6% |