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 | $135,651 | $53,837+152.0% | $75,714+79.2% | $85,847+58.0% |
| Participation rate | 98.5% | 69.1%+29.4pp | 74.8%+23.6pp | 69.3%+29.1pp |
| Annual return | 13.73% | 24.54%-10.8pp | 104.62%-90.9pp | 318.61%-304.9pp |
| Employer contribution / active EE | $8,764 | $2,017+334.4% | $2,744+219.4% | $2,565+241.6% |
| Participant deferral / active EE | $7,724 | $2,895+166.8% | $3,820+102.2% | $3,952+95.4% |
| Admin fee / account holder | $5,561 | $3,339+66.6% | $3,619+53.7% | $6,261-11.2% |