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 | $110,410-27.2% | $102,437-21.5% | $145,897-44.9% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 10.77% | 24.85%-14.1pp | 24.95%-14.2pp | 552.29%-541.5pp |
| Employer contribution / active EE | $3,308 | $4,217-21.6% | $3,871-14.5% | $4,663-29.1% |
| Participant deferral / active EE | $7,966 | $5,622+41.7% | $5,060+57.4% | $6,689+19.1% |
| Admin fee / account holder | $26,062 | $9,745+167.4% | $8,388+210.7% | $13,390+94.6% |