Filed April 24, 2015
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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 | $81,665 | $51,638+58.1% | $68,368+19.4% | $82,448-0.9% |
| Participation rate | 95.8% | 63.6%+32.2pp | 73.8%+22.0pp | 68.1%+27.7pp |
| Annual return | 18.13% | 37.53%-19.4pp | 292.57%-274.4pp | 41.64%-23.5pp |
| Employer contribution / active EE | $4,511 | $2,047+120.4% | $2,649+70.3% | $2,551+76.8% |
| Participant deferral / active EE | $8,485 | $2,914+191.2% | $4,123+105.8% | $4,139+105.0% |
| Admin fee / account holder | $4,386 | $4,643-5.6% | $5,150-14.8% | $7,234-39.4% |