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 | $59,962 | $45,087+33.0% | $69,483-13.7% | $72,976-17.8% |
| Participation rate | 92.5% | 68.5%+24.0pp | 74.6%+17.9pp | 69.5%+23.0pp |
| Annual return | 27.22% | 22.67%+4.6pp | 28.99%-1.8pp | 81.02%-53.8pp |
| Employer contribution / active EE | $0 | $2,055-100.0% | $2,780-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,934 | $2,603+89.5% | $3,537+39.5% | $3,608+36.7% |
| Admin fee / account holder | $3,299 | $3,057+7.9% | $3,841-14.1% | $5,124-35.6% |