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 | $80,391 | $110,337-27.1% | $102,383-21.5% | $145,877-44.9% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 10.77% | 24.83%-14.1pp | 24.94%-14.2pp | 551.28%-540.5pp |
| Employer contribution / active EE | $3,308 | $4,216-21.5% | $3,870-14.5% | $4,663-29.1% |
| Participant deferral / active EE | $7,966 | $5,621+41.7% | $5,060+57.4% | $6,691+19.1% |
| Admin fee / account holder | $26,062 | $9,750+167.3% | $8,391+210.6% | $13,402+94.5% |