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 | $147,096 | $56,054+162.4% | $171,082-14.0% | $62,881+133.9% |
| Participation rate | 92.3% | 62.9%+29.4pp | 76.7%+15.6pp | 69.3%+23.0pp |
| Annual return | 10.37% | 22.52%-12.1pp | 32.56%-22.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $7,082 | $1,731+309.1% | $4,002+77.0% | $2,281+210.5% |
| Participant deferral / active EE | $11,716 | $3,158+271.0% | $4,797+144.2% | $3,203+265.8% |
| Admin fee / account holder | $3,085 | $3,647-15.4% | $8,520-63.8% | $4,296-28.2% |