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 | $126,622 | $77,638+63.1% | $156,551-19.1% | $62,881+101.4% |
| Participation rate | 88.8% | 71.2%+17.6pp | 84.0%+4.7pp | 69.3%+19.4pp |
| Annual return | 23.30% | 50.33%-27.0pp | 32.23%-8.9pp | 20.14%+3.2pp |
| Employer contribution / active EE | $5,546 | $3,444+61.0% | $5,501+0.8% | $2,281+143.1% |
| Participant deferral / active EE | $5,086 | $3,046+67.0% | $4,871+4.4% | $3,203+58.8% |
| Admin fee / account holder | $13,088 | $5,561+135.3% | $13,028+0.5% | $4,296+204.7% |