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 | $37,077 | $82,674-55.2% | $125,381-70.4% | $68,486-45.9% |
| Participation rate | 96.4% | 75.1%+21.3pp | 82.4%+14.0pp | 67.9%+28.5pp |
| Annual return | -18.61% | -5.97%-12.6pp | 572.31%-590.9pp | -7.85%-10.8pp |
| Employer contribution / active EE | $3,918 | $3,382+15.9% | $4,815-18.6% | $2,597+50.9% |
| Participant deferral / active EE | $4,797 | $6,111-21.5% | $7,448-35.6% | $4,028+19.1% |
| Admin fee / account holder | $1,115 | $6,277-82.2% | $10,007-88.9% | $5,404-79.4% |