Filed May 18, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $58,448 | $99,345-41.2% | $84,753-31.0% | $273,972-78.7% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 3.66% | 22.93%-19.3pp | 22.78%-19.1pp | 41.46%-37.8pp |
| Employer contribution / active EE | $2,817 | $4,214-33.2% | $3,574-21.2% | $4,869-42.1% |
| Participant deferral / active EE | $7,409 | $4,270+73.5% | $3,712+99.6% | $5,287+40.1% |
| Admin fee / account holder | $2,708 | $6,645-59.3% | $5,333-49.2% | $10,133-73.3% |