Filed July 25, 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 | $50,184 | $52,353-4.1% | $120,225-58.3% | $82,448-39.1% |
| Participation rate | 82.5% | 58.3%+24.2pp | 69.6%+12.9pp | 68.1%+14.4pp |
| Annual return | 15.61% | 61.85%-46.2pp | 439.23%-423.6pp | 41.64%-26.0pp |
| Employer contribution / active EE | $8,323 | $1,510+451.2% | $3,475+139.5% | $2,551+226.3% |
| Participant deferral / active EE | $0 | $2,627-100.0% | $3,999-100.0% | $4,139-100.0% |
| Admin fee / account holder | $10,250 | $4,363+135.0% | $5,696+79.9% | $7,234+41.7% |