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 | $51,732 | $51,638+0.2% | $129,406-60.0% | $80,959-36.1% |
| Participation rate | 75.6% | 56.9%+18.6pp | 69.6%+5.9pp | 67.7%+7.9pp |
| Annual return | 11.46% | 20.78%-9.3pp | 9468.18%-9456.7pp | 35.67%-24.2pp |
| Employer contribution / active EE | $7,872 | $1,584+397.2% | $4,155+89.5% | $2,757+185.5% |
| Participant deferral / active EE | $0 | $2,670-100.0% | $4,167-100.0% | $4,300-100.0% |
| Admin fee / account holder | $30,066 | $4,313+597.1% | $7,689+291.0% | $6,925+334.1% |