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 | $77,523-46.3% | $100,383-58.5% | $80,874-48.5% |
| Participation rate | 95.7% | 77.0%+18.7pp | 81.5%+14.2pp | 67.6%+28.0pp |
| Annual return | 18.12% | 37.21%-19.1pp | 49.26%-31.1pp | 35.62%-17.5pp |
| Employer contribution / active EE | $4,073 | $2,801+45.4% | $3,944+3.3% | $2,756+47.8% |
| Participant deferral / active EE | $4,172 | $6,822-38.8% | $8,086-48.4% | $4,297-2.9% |
| Admin fee / account holder | $5,675 | $5,899-3.8% | $7,900-28.2% | $6,935-18.2% |