Filed January 19, 2015
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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 | $45,668 | $197,819-76.9% | $155,789-70.7% | $125,389-63.6% |
| Participation rate | 100.0% | 82.1%+17.9pp | 76.1%+23.9pp | 83.2%+16.8pp |
| Annual return | -0.94% | 86.73%-87.7pp | 71.54%-72.5pp | 282.24%-283.2pp |
| Employer contribution / active EE | $1,071 | $4,850-77.9% | $3,839-72.1% | $4,866-78.0% |
| Participant deferral / active EE | $0 | $5,631-100.0% | $4,798-100.0% | $5,352-100.0% |
| Admin fee / account holder | $318 | $9,544-96.7% | $7,477-95.7% | $9,541-96.7% |