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 | $69,861 | $48,314+44.6% | $67,561+3.4% | $80,925-13.7% |
| Participation rate | 92.9% | 66.4%+26.5pp | 72.9%+20.0pp | 67.7%+25.2pp |
| Annual return | 12.33% | 18.28%-6.0pp | 3525.44%-3513.1pp | 35.65%-23.3pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,735-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,565 | $2,927+90.2% | $4,003+39.0% | $4,299+29.5% |
| Admin fee / account holder | $9,129 | $3,690+147.4% | $4,006+127.9% | $6,940+31.5% |