Filed October 27, 2014
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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 | $245,982 | $146,267+68.2% | $197,124+24.8% | $82,448+198.3% |
| Participation rate | 96.0% | 84.0%+12.0pp | 86.7%+9.3pp | 68.1%+27.9pp |
| Annual return | 13.41% | 29.61%-16.2pp | 44.34%-30.9pp | 41.64%-28.2pp |
| Employer contribution / active EE | $12,358 | $4,723+161.6% | $6,227+98.5% | $2,551+384.5% |
| Participant deferral / active EE | $13,263 | $7,035+88.5% | $9,135+45.2% | $4,139+220.4% |
| Admin fee / account holder | $124,351 | $14,422+762.2% | $16,298+663.0% | $7,234+1618.9% |