Filed December 2, 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 | $107,166 | $75,832+41.3% | $147,618-27.4% | $59,633+79.7% |
| Participation rate | 92.6% | 71.6%+21.1pp | 84.6%+8.0pp | 68.7%+24.0pp |
| Annual return | 0.48% | 0.37%+0.1pp | 61.98%-61.5pp | 2041.40%-2040.9pp |
| Employer contribution / active EE | $6,417 | $3,485+84.2% | $5,565+15.3% | $2,203+191.3% |
| Participant deferral / active EE | $5,170 | $3,131+65.1% | $4,895+5.6% | $3,192+62.0% |
| Admin fee / account holder | $23,256 | $5,986+288.5% | $11,612+100.3% | $4,297+441.2% |