Filed April 29, 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 | $41,627 | $77,460-46.3% | $100,378-58.5% | $80,925-48.6% |
| Participation rate | 95.7% | 76.9%+18.7pp | 81.5%+14.1pp | 67.7%+28.0pp |
| Annual return | 18.12% | 37.24%-19.1pp | 49.41%-31.3pp | 35.65%-17.5pp |
| Employer contribution / active EE | $4,073 | $2,801+45.4% | $3,942+3.3% | $2,756+47.8% |
| Participant deferral / active EE | $4,172 | $6,818-38.8% | $8,087-48.4% | $4,299-2.9% |
| Admin fee / account holder | $5,675 | $5,887-3.6% | $7,899-28.2% | $6,940-18.2% |