Filed July 16, 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 | $115,428 | $97,550+18.3% | $120,344-4.1% | $87,485+31.9% |
| Participation rate | 75.5% | 72.8%+2.7pp | 76.7%-1.2pp | 68.9%+6.6pp |
| Annual return | 16.20% | 18.41%-2.2pp | 20.30%-4.1pp | 26.06%-9.9pp |
| Employer contribution / active EE | $3,429 | $2,291+49.7% | $3,020+13.5% | $2,596+32.1% |
| Participant deferral / active EE | $3,335 | $4,230-21.1% | $5,135-35.0% | $4,274-22.0% |
| Admin fee / account holder | $19,310 | $9,543+102.4% | $12,742+51.6% | $7,775+148.4% |