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 | $152,916 | $94,529+61.8% | $140,019+9.2% | $64,173+138.3% |
| Participation rate | 93.3% | 84.1%+9.2pp | 87.5%+5.8pp | 69.6%+23.8pp |
| Annual return | -1.98% | 7.77%-9.8pp | 651.17%-653.2pp | 7.63%-9.6pp |
| Employer contribution / active EE | $3,188 | $3,812-16.4% | $5,605-43.1% | $2,381+33.9% |
| Participant deferral / active EE | $10,037 | $5,250+91.2% | $6,927+44.9% | $3,470+189.3% |
| Admin fee / account holder | $1,262 | $6,741-81.3% | $10,705-88.2% | $4,887-74.2% |