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 | $57,389 | $54,370+5.6% | $82,763-30.7% | $68,490-16.2% |
| Participation rate | 91.9% | 63.9%+28.0pp | 72.6%+19.3pp | 67.9%+24.0pp |
| Annual return | -14.07% | -13.67%-0.4pp | 702.45%-716.5pp | -7.85%-6.2pp |
| Employer contribution / active EE | $2,728 | $2,219+22.9% | $3,008-9.3% | $2,597+5.1% |
| Participant deferral / active EE | $8,694 | $3,247+167.8% | $4,395+97.8% | $4,028+115.9% |
| Admin fee / account holder | $4,603 | $4,398+4.7% | $5,325-13.6% | $5,403-14.8% |