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 | $183,949 | $109,359+68.2% | $162,185+13.4% | $72,976+152.1% |
| Participation rate | 98.0% | 84.3%+13.7pp | 87.6%+10.4pp | 69.5%+28.5pp |
| Annual return | 28.34% | 25.46%+2.9pp | 115.61%-87.3pp | 81.02%-52.7pp |
| Employer contribution / active EE | $3,632 | $3,907-7.0% | $5,613-35.3% | $2,440+48.9% |
| Participant deferral / active EE | $11,144 | $5,481+103.3% | $7,297+52.7% | $3,608+208.9% |
| Admin fee / account holder | $1,001 | $7,972-87.4% | $10,844-90.8% | $5,124-80.5% |