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 | $117,108 | $49,255+137.8% | $70,494+66.1% | $79,856+46.6% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.55% | 30.10%-14.5pp | 109.16%-93.6pp | 31.71%-16.2pp |
| Employer contribution / active EE | $8,515 | $2,100+305.5% | $2,738+211.0% | $2,471+244.6% |
| Participant deferral / active EE | $7,303 | $2,768+163.8% | $3,711+96.8% | $3,741+95.2% |
| Admin fee / account holder | $8,610 | $2,879+199.1% | $3,848+123.8% | $5,306+62.3% |