Filed January 28, 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 | $207,915 | $160,028+29.9% | $147,080+41.4% | $145,884+42.5% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 12.97% | 98.60%-85.6pp | 420.17%-407.2pp | 551.85%-538.9pp |
| Employer contribution / active EE | $7,095 | $5,286+34.2% | $4,933+43.8% | $4,662+52.2% |
| Participant deferral / active EE | $16,322 | $8,422+93.8% | $8,066+102.3% | $6,690+144.0% |
| Admin fee / account holder | $3,259 | $15,030-78.3% | $12,989-74.9% | $13,392-75.7% |