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 | $97,114 | $66,124+46.9% | $90,461+7.4% | $73,497+32.1% |
| Participation rate | 77.9% | 69.7%+8.2pp | 72.7%+5.2pp | 70.7%+7.2pp |
| Annual return | 26.37% | 17.65%+8.7pp | 1294.76%-1268.4pp | 28.51%-2.1pp |
| Employer contribution / active EE | $4,456 | $2,346+89.9% | $3,264+36.5% | $2,270+96.3% |
| Participant deferral / active EE | $6,977 | $3,039+129.6% | $3,964+76.0% | $3,740+86.6% |
| Admin fee / account holder | $5,431 | $396+1270.8% | $5,617-3.3% | $513+958.5% |