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 | $111,814-28.1% | $103,378-22.2% | $145,978-44.9% |
| Participation rate | 76.5% | 77.9%-1.5pp | 74.5%+2.0pp | 80.3%-3.8pp |
| Annual return | 10.77% | 24.80%-14.0pp | 24.91%-14.1pp | 550.52%-539.7pp |
| Employer contribution / active EE | $3,308 | $4,215-21.5% | $3,870-14.5% | $4,662-29.0% |
| Participant deferral / active EE | $7,966 | $5,618+41.8% | $5,058+57.5% | $6,690+19.1% |
| Admin fee / account holder | $26,062 | $9,764+166.9% | $8,401+210.2% | $13,400+94.5% |