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 | $120,447 | $87,834+37.1% | $133,975-10.1% | $62,881+91.5% |
| Participation rate | 87.5% | 83.4%+4.1pp | 87.1%+0.4pp | 69.3%+18.2pp |
| Annual return | 6.21% | 12.05%-5.8pp | 29.29%-23.1pp | 20.14%-13.9pp |
| Employer contribution / active EE | $3,176 | $3,482-8.8% | $5,211-39.1% | $2,281+39.2% |
| Participant deferral / active EE | $8,961 | $4,812+86.2% | $6,282+42.6% | $3,203+179.8% |
| Admin fee / account holder | $13,357 | $5,372+148.6% | $9,324+43.2% | $4,296+210.9% |