Filed May 2, 2016
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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 | $73,872 | $138,385-46.6% | $184,243-59.9% | $80,925-8.7% |
| Participation rate | 95.7% | 83.9%+11.8pp | 86.8%+8.8pp | 67.7%+28.0pp |
| Annual return | 15.96% | 20.02%-4.1pp | 28.82%-12.9pp | 35.65%-19.7pp |
| Employer contribution / active EE | $8,245 | $4,851+70.0% | $6,427+28.3% | $2,756+199.2% |
| Participant deferral / active EE | $5,071 | $7,075-28.3% | $9,132-44.5% | $4,299+18.0% |
| Admin fee / account holder | $3,607 | $10,489-65.6% | $13,914-74.1% | $6,940-48.0% |