Filed January 8, 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 | $62,193 | $45,343+37.2% | $150,298-58.6% | $67,986-8.5% |
| Participation rate | 77.5% | 51.9%+25.6pp | 77.8%-0.3pp | 57.2%+20.2pp |
| Annual return | 19.47% | 33.28%-13.8pp | 62.79%-43.3pp | 31.67%-12.2pp |
| Employer contribution / active EE | $1,574 | $1,462+7.6% | $4,154-62.1% | $2,019-22.0% |
| Participant deferral / active EE | $4,562 | $2,055+122.0% | $5,453-16.3% | $3,358+35.9% |
| Admin fee / account holder | $1,618 | $2,250-28.1% | $14,116-88.5% | $3,203-49.5% |