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 | $51,019 | $60,139-15.2% | $90,461-43.6% | $79,856-36.1% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.46% | 71.96%-56.5pp | 1294.76%-1279.3pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,343 | $2,069+158.3% | $3,264+63.7% | $2,471+116.2% |
| Participant deferral / active EE | $6,430 | $2,939+118.8% | $3,964+62.2% | $3,741+71.9% |
| Admin fee / account holder | $471 | $3,978-88.2% | $5,617-91.6% | $5,306-91.1% |