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 | $164,582 | $84,236+95.4% | $170,435-3.4% | $70,126+134.7% |
| Participation rate | 85.9% | 70.8%+15.1pp | 83.6%+2.3pp | 69.5%+16.3pp |
| Annual return | 19.68% | 23.06%-3.4pp | 205.94%-186.3pp | 73.15%-53.5pp |
| Employer contribution / active EE | $5,615 | $3,387+65.8% | $5,432+3.4% | $2,343+139.7% |
| Participant deferral / active EE | $5,940 | $3,086+92.5% | $4,939+20.3% | $3,332+78.3% |
| Admin fee / account holder | $6,300 | $5,698+10.6% | $13,881-54.6% | $4,645+35.6% |