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 | $61,125+40.2% | $94,057-8.9% | $87,485-2.0% |
| Participation rate | 91.5% | 64.1%+27.4pp | 73.3%+18.1pp | 68.9%+22.6pp |
| Annual return | 17.83% | 35.20%-17.4pp | 480.62%-462.8pp | 26.06%-8.2pp |
| Employer contribution / active EE | $3,104 | $2,136+45.3% | $2,933+5.8% | $2,596+19.5% |
| Participant deferral / active EE | $8,989 | $3,260+175.7% | $4,709+90.9% | $4,274+110.3% |
| Admin fee / account holder | $5,798 | $5,629+3.0% | $7,244-20.0% | $7,775-25.4% |