Filed February 2, 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 | $64,284 | $88,754-27.6% | $81,820-21.4% | $145,877-55.9% |
| Participation rate | 73.3% | 75.1%-1.7pp | 72.4%+0.9pp | 80.3%-7.0pp |
| Annual return | 16.65% | 1031.77%-1015.1pp | 777.93%-761.3pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,993 | $3,085-3.0% | $2,915+2.7% | $4,663-35.8% |
| Participant deferral / active EE | $6,255 | $4,648+34.6% | $4,323+44.7% | $6,691-6.5% |
| Admin fee / account holder | $18,381 | $8,424+118.2% | $7,391+148.7% | $13,402+37.2% |