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 | $103,448 | $45,087+129.4% | $69,483+48.9% | $72,976+41.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 21.39% | 22.67%-1.3pp | 28.99%-7.6pp | 81.02%-59.6pp |
| Employer contribution / active EE | $8,497 | $2,055+313.4% | $2,780+205.7% | $2,440+248.2% |
| Participant deferral / active EE | $7,089 | $2,603+172.3% | $3,537+100.5% | $3,608+96.5% |
| Admin fee / account holder | $1,084 | $3,057-64.5% | $3,841-71.8% | $5,124-78.8% |