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 | $156,957 | $100,041+56.9% | $149,718+4.8% | $70,131+123.8% |
| Participation rate | 93.0% | 83.6%+9.4pp | 87.1%+6.0pp | 69.5%+23.5pp |
| Annual return | 22.18% | 27.43%-5.2pp | 1501.67%-1479.5pp | 73.14%-51.0pp |
| Employer contribution / active EE | $3,157 | $3,662-13.8% | $5,445-42.0% | $2,342+34.8% |
| Participant deferral / active EE | $10,218 | $4,983+105.1% | $6,569+55.6% | $3,332+206.7% |
| Admin fee / account holder | $17,804 | $8,286+114.9% | $11,283+57.8% | $4,645+283.3% |