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 | $76,634 | $53,837+42.3% | $75,717+1.2% | $85,856-10.7% |
| Participation rate | 92.1% | 69.1%+23.0pp | 74.8%+17.3pp | 69.3%+22.8pp |
| Annual return | 14.61% | 24.54%-9.9pp | 104.58%-90.0pp | 318.58%-304.0pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,743-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $6,368 | $2,895+120.0% | $3,821+66.7% | $3,952+61.1% |
| Admin fee / account holder | $17,368 | $3,341+419.8% | $3,619+379.9% | $6,261+177.4% |