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 | $67,673 | $46,599+45.2% | $64,101+5.6% | $75,173-10.0% |
| Participation rate | 95.7% | 65.9%+29.7pp | 72.3%+23.3pp | 67.2%+28.4pp |
| Annual return | 15.85% | 26.06%-10.2pp | 33.72%-17.9pp | 160.72%-144.9pp |
| Employer contribution / active EE | $0 | $1,975-100.0% | $2,749-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,408 | $2,837+90.6% | $3,881+39.4% | $4,126+31.1% |
| Admin fee / account holder | $1,417 | $2,956-52.1% | $3,070-53.9% | $5,651-74.9% |