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 | $114,119-17.2% | $107,187-11.9% | $138,895-32.0% |
| Participation rate | 81.3% | 78.1%+3.2pp | 75.0%+6.2pp | 79.9%+1.3pp |
| Annual return | 13.07% | 273.21%-260.1pp | 204.55%-191.5pp | 145.39%-132.3pp |
| Employer contribution / active EE | $3,607 | $4,059-11.1% | $3,782-4.6% | $4,194-14.0% |
| Participant deferral / active EE | $11,719 | $5,538+111.6% | $5,096+130.0% | $6,396+83.2% |
| Admin fee / account holder | $12,370 | $10,024+23.4% | $9,162+35.0% | $12,562-1.5% |