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 | $248,861 | $137,414+81.1% | $189,545+31.3% | $85,851+189.9% |
| Participation rate | 97.4% | 84.6%+12.8pp | 87.8%+9.6pp | 69.3%+28.0pp |
| Annual return | 15.36% | 38.14%-22.8pp | 555.36%-540.0pp | 318.63%-303.3pp |
| Employer contribution / active EE | $4,460 | $4,344+2.7% | $6,162-27.6% | $2,565+73.9% |
| Participant deferral / active EE | $13,211 | $6,260+111.0% | $8,220+60.7% | $3,952+234.2% |
| Admin fee / account holder | $22,049 | $8,630+155.5% | $12,049+83.0% | $6,261+252.2% |