Filed April 7, 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 | $102,564 | $101,795+0.8% | $165,100-37.9% | $80,959+26.7% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.7%+28.3pp |
| Annual return | 12.73% | 16.73%-4.0pp | 70.21%-57.5pp | 35.67%-22.9pp |
| Employer contribution / active EE | $4,141 | $2,954+40.2% | $4,348-4.8% | $2,757+50.2% |
| Participant deferral / active EE | $3,625 | $4,476-19.0% | $6,035-39.9% | $4,300-15.7% |
| Admin fee / account holder | $2,545 | $8,221-69.0% | $12,696-80.0% | $6,925-63.3% |