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 | $101,763+0.8% | $164,866-37.8% | $80,874+26.8% |
| Participation rate | 96.0% | 71.8%+24.2pp | 78.6%+17.4pp | 67.6%+28.4pp |
| Annual return | 12.73% | 16.73%-4.0pp | 69.97%-57.2pp | 35.62%-22.9pp |
| Employer contribution / active EE | $4,141 | $2,954+40.2% | $4,343-4.6% | $2,756+50.3% |
| Participant deferral / active EE | $3,625 | $4,477-19.0% | $6,033-39.9% | $4,297-15.6% |
| Admin fee / account holder | $2,545 | $8,228-69.1% | $12,689-79.9% | $6,935-63.3% |