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 | $142,972+36.5% | $214,702-9.1% | $86,983+124.4% |
| Participation rate | 95.1% | 84.9%+10.3pp | 87.5%+7.7pp | 69.5%+25.6pp |
| Annual return | 14.58% | 18.49%-3.9pp | 54.55%-40.0pp | 25.83%-11.2pp |
| Employer contribution / active EE | $3,716 | $4,635-19.8% | $6,461-42.5% | $2,584+43.8% |
| Participant deferral / active EE | $6,761 | $6,568+2.9% | $9,147-26.1% | $4,194+61.2% |
| Admin fee / account holder | $2,849 | $17,617-83.8% | $19,830-85.6% | $7,856-63.7% |