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 | $126,004 | $98,982+27.3% | $162,185-22.3% | $65,186+93.3% |
| Participation rate | 100.0% | 85.8%+14.2pp | 87.6%+12.4pp | 70.2%+29.8pp |
| Annual return | 135.53% | 24.84%+110.7pp | 115.61%+19.9pp | 29.39%+106.1pp |
| Employer contribution / active EE | $7,420 | $3,467+114.1% | $5,613+32.2% | $2,177+240.9% |
| Participant deferral / active EE | $0 | $5,384-100.0% | $7,297-100.0% | $3,514-100.0% |
| Admin fee / account holder | $2,379 | $596+298.9% | $10,844-78.1% | $847+180.8% |