Filed January 22, 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 | $95,781 | $82,028+16.8% | $123,105-22.2% | $59,633+60.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 86.8%+13.2pp | 68.7%+31.3pp |
| Annual return | 92.73% | 5.12%+87.6pp | 13.22%+79.5pp | 2041.45%-1948.7pp |
| Employer contribution / active EE | $3,330 | $3,297+1.0% | $5,151-35.4% | $2,203+51.2% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,229-100.0% | $3,192-100.0% |
| Admin fee / account holder | $20,801 | $5,879+253.9% | $9,014+130.8% | $4,297+384.1% |