Filed April 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 | $94,446 | $111,535-15.3% | $105,223-10.2% | $137,256-31.2% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 80.0%+1.3pp |
| Annual return | 13.07% | 237.85%-224.8pp | 180.65%-167.6pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,607 | $3,939-8.4% | $3,689-2.2% | $4,156-13.2% |
| Participant deferral / active EE | $11,719 | $5,500+113.1% | $5,072+131.1% | $6,407+82.9% |
| Admin fee / account holder | $12,370 | $9,721+27.2% | $8,859+39.6% | $12,270+0.8% |