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 | $159,978+30.0% | $147,041+41.4% | $145,978+42.4% |
| Participation rate | 95.0% | 84.0%+11.0pp | 82.2%+12.8pp | 80.3%+14.7pp |
| Annual return | 12.97% | 98.36%-85.4pp | 419.21%-406.2pp | 550.52%-537.5pp |
| Employer contribution / active EE | $7,095 | $5,288+34.2% | $4,935+43.8% | $4,662+52.2% |
| Participant deferral / active EE | $16,322 | $8,429+93.6% | $8,071+102.2% | $6,690+144.0% |
| Admin fee / account holder | $3,259 | $15,053-78.4% | $13,006-74.9% | $13,400-75.7% |