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 | $59,535 | $45,050+32.2% | $63,018-5.5% | $70,126-15.1% |
| Participation rate | 93.5% | 69.5%+24.0pp | 74.8%+18.7pp | 69.5%+24.0pp |
| Annual return | 20.64% | 18.76%+1.9pp | 87.62%-67.0pp | 73.15%-52.5pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,986 | $2,466+102.2% | $3,330+49.7% | $3,332+49.6% |
| Admin fee / account holder | $5,903 | $2,834+108.3% | $3,601+64.0% | $4,645+27.1% |