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 | $123,011 | $63,346+94.2% | $92,240+33.4% | $70,126+75.4% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 49.16% | 530.19%-481.0pp | 176.29%-127.1pp | 73.15%-24.0pp |
| Employer contribution / active EE | $17,726 | $2,471+617.3% | $3,680+381.7% | $2,343+656.7% |
| Participant deferral / active EE | $0 | $2,854-100.0% | $3,897-100.0% | $3,332-100.0% |
| Admin fee / account holder | $8,487 | $3,841+121.0% | $5,194+63.4% | $4,645+82.7% |