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 | $52,524 | $39,132+34.2% | $57,196-8.2% | $62,881-16.5% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 19.25% | 9.24%+10.0pp | 14.59%+4.7pp | 20.14%-0.9pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $4,293 | $2,374+80.8% | $3,096+38.6% | $3,203+34.0% |
| Admin fee / account holder | $6,474 | $2,594+149.6% | $3,141+106.1% | $4,296+50.7% |