Filed October 27, 2014
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $239,839 | $94,529+153.7% | $140,019+71.3% | $64,173+273.7% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.61% | 7.77%-13.4pp | 651.17%-656.8pp | 7.63%-13.2pp |
| Employer contribution / active EE | $2,398 | $3,812-37.1% | $5,605-57.2% | $2,381+0.7% |
| Participant deferral / active EE | $11,729 | $5,250+123.4% | $6,927+69.3% | $3,470+238.0% |
| Admin fee / account holder | $22,474 | $6,741+233.4% | $10,705+109.9% | $4,887+359.8% |