Filed June 28, 2016 (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 | $195,162 | $143,969+35.6% | $199,883-2.4% | $82,637+136.2% |
| Participation rate | 95.1% | 84.1%+11.0pp | 86.8%+8.4pp | 68.1%+27.1pp |
| Annual return | 14.58% | 25.67%-11.1pp | 43.81%-29.2pp | 53.51%-38.9pp |
| Employer contribution / active EE | $3,716 | $4,632-19.8% | $6,261-40.6% | $2,552+45.6% |
| Participant deferral / active EE | $6,761 | $6,937-2.5% | $9,138-26.0% | $4,126+63.9% |
| Admin fee / account holder | $2,849 | $14,597-80.5% | $17,268-83.5% | $7,339-61.2% |