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 | $88,702-27.5% | $81,780-21.4% | $145,978-56.0% |
| Participation rate | 73.3% | 75.0%-1.7pp | 72.4%+1.0pp | 80.3%-7.0pp |
| Annual return | 16.65% | 1029.12%-1012.5pp | 776.27%-759.6pp | 550.52%-533.9pp |
| Employer contribution / active EE | $2,993 | $3,084-3.0% | $2,914+2.7% | $4,662-35.8% |
| Participant deferral / active EE | $6,255 | $4,645+34.7% | $4,321+44.8% | $6,690-6.5% |
| Admin fee / account holder | $18,381 | $8,414+118.4% | $7,384+148.9% | $13,400+37.2% |