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 | $72,401 | $49,255+47.0% | $70,494+2.7% | $79,856-9.3% |
| Participation rate | 92.9% | 69.2%+23.7pp | 75.1%+17.8pp | 69.6%+23.2pp |
| Annual return | 15.20% | 30.10%-14.9pp | 109.16%-94.0pp | 31.71%-16.5pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,362 | $2,768+93.7% | $3,711+44.5% | $3,741+43.4% |
| Admin fee / account holder | $2,930 | $2,879+1.8% | $3,848-23.9% | $5,306-44.8% |