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 | $140,225 | $62,672+123.7% | $185,117-24.3% | $70,131+99.9% |
| Participation rate | 93.1% | 63.8%+29.3pp | 77.3%+15.8pp | 69.5%+23.6pp |
| Annual return | 20.93% | 40.79%-19.9pp | 40.50%-19.6pp | 73.14%-52.2pp |
| Employer contribution / active EE | $6,382 | $1,753+264.0% | $4,182+52.6% | $2,342+172.4% |
| Participant deferral / active EE | $10,865 | $3,272+232.1% | $5,045+115.4% | $3,332+226.1% |
| Admin fee / account holder | $23,850 | $3,932+506.6% | $8,159+192.3% | $4,645+413.4% |