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 | $56,431-11.1% | $130,788-61.6% | $87,485-42.6% |
| Participation rate | 82.5% | 58.9%+23.6pp | 70.1%+12.4pp | 68.9%+13.6pp |
| Annual return | 15.61% | 91.27%-75.7pp | 386.44%-370.8pp | 26.06%-10.5pp |
| Employer contribution / active EE | $8,323 | $1,549+437.3% | $3,558+133.9% | $2,596+220.6% |
| Participant deferral / active EE | $0 | $2,749-100.0% | $4,137-100.0% | $4,274-100.0% |
| Admin fee / account holder | $10,250 | $4,433+131.2% | $6,673+53.6% | $7,775+31.8% |