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 | $68,003 | $65,434+3.9% | $98,483-30.9% | $85,847-20.8% |
| Participation rate | 89.2% | 65.0%+24.2pp | 73.3%+15.8pp | 69.3%+19.9pp |
| Annual return | 19.50% | 21.75%-2.3pp | 1494.38%-1474.9pp | 318.61%-299.1pp |
| Employer contribution / active EE | $3,391 | $2,169+56.3% | $2,961+14.5% | $2,565+32.2% |
| Participant deferral / active EE | $6,676 | $3,168+110.7% | $4,276+56.1% | $3,952+68.9% |
| Admin fee / account holder | $1,290 | $4,595-71.9% | $5,953-78.3% | $6,261-79.4% |