Filed October 29, 2014
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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 | $220,320 | $77,962+182.6% | $178,540+23.4% | $80,935+172.2% |
| Participation rate | 88.2% | 65.7%+22.6pp | 77.1%+11.1pp | 67.7%+20.6pp |
| Annual return | 17.53% | 18.10%-0.6pp | 27.15%-9.6pp | 35.66%-18.1pp |
| Employer contribution / active EE | $8,544 | $2,280+274.7% | $3,953+116.1% | $2,757+209.9% |
| Participant deferral / active EE | $17,352 | $4,404+294.0% | $6,281+176.3% | $4,299+303.6% |
| Admin fee / account holder | $43,389 | $7,156+506.3% | $10,424+316.2% | $6,924+526.6% |