Filed December 9, 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 | $85,694 | $51,638+66.0% | $68,368+25.3% | $82,448+3.9% |
| Participation rate | 91.5% | 63.6%+27.9pp | 73.8%+17.7pp | 68.1%+23.4pp |
| Annual return | 17.83% | 37.53%-19.7pp | 292.57%-274.7pp | 41.64%-23.8pp |
| Employer contribution / active EE | $3,104 | $2,047+51.6% | $2,649+17.2% | $2,551+21.7% |
| Participant deferral / active EE | $8,989 | $2,914+208.5% | $4,123+118.0% | $4,139+117.2% |
| Admin fee / account holder | $5,798 | $4,643+24.9% | $5,150+12.6% | $7,234-19.9% |