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 | $88,100 | $54,763+60.9% | $90,324-2.5% | $72,976+20.7% |
| Participation rate | 75.9% | 65.2%+10.8pp | 73.3%+2.7pp | 69.5%+6.5pp |
| Annual return | 31.71% | 30.63%+1.1pp | 78.15%-46.4pp | 81.02%-49.3pp |
| Employer contribution / active EE | $4,356 | $2,093+108.1% | $2,856+52.5% | $2,440+78.5% |
| Participant deferral / active EE | $7,433 | $2,887+157.4% | $3,885+91.3% | $3,608+106.0% |
| Admin fee / account holder | $10,704 | $3,973+169.4% | $5,356+99.9% | $5,124+108.9% |