Filed December 17, 2014 (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 | $118,913 | $82,028+45.0% | $123,105-3.4% | $59,633+99.4% |
| Participation rate | 90.9% | 83.2%+7.7pp | 86.8%+4.1pp | 68.7%+22.2pp |
| Annual return | 0.12% | 5.12%-5.0pp | 13.22%-13.1pp | 2041.45%-2041.3pp |
| Employer contribution / active EE | $3,577 | $3,297+8.5% | $5,151-30.5% | $2,203+62.4% |
| Participant deferral / active EE | $10,365 | $4,667+122.1% | $6,229+66.4% | $3,192+224.8% |
| Admin fee / account holder | $1,921 | $5,879-67.3% | $9,014-78.7% | $4,297-55.3% |