Filed May 27, 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 | $76,272 | $45,041+69.3% | $63,003+21.1% | $70,131+8.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 16.92% | 18.76%-1.8pp | 87.59%-70.7pp | 73.14%-56.2pp |
| Employer contribution / active EE | $7,398 | $2,052+260.5% | $2,760+168.0% | $2,342+215.8% |
| Participant deferral / active EE | $6,309 | $2,465+155.9% | $3,329+89.5% | $3,332+89.4% |
| Admin fee / account holder | $6,209 | $2,836+119.0% | $3,600+72.5% | $4,645+33.7% |