Filed October 23, 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 | $89,623 | $49,177+82.2% | $79,467+12.8% | $64,173+39.7% |
| Participation rate | 76.3% | 65.0%+11.2pp | 73.3%+2.9pp | 69.6%+6.7pp |
| Annual return | -5.51% | -1.16%-4.3pp | 718.30%-723.8pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,721 | $2,076+127.4% | $2,800+68.6% | $2,381+98.3% |
| Participant deferral / active EE | $7,057 | $2,821+150.1% | $3,704+90.5% | $3,470+103.4% |
| Admin fee / account holder | $7,616 | $3,839+98.4% | $5,104+49.2% | $4,887+55.8% |