Filed June 24, 2015 (most recent of 2 filings on file)
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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 | $67,109 | $87,834-23.6% | $133,975-49.9% | $62,881+6.7% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 31.17% | 12.05%+19.1pp | 29.29%+1.9pp | 20.14%+11.0pp |
| Employer contribution / active EE | $3,242 | $3,482-6.9% | $5,211-37.8% | $2,281+42.1% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,380 | $5,372-74.3% | $9,324-85.2% | $4,296-67.9% |