Filed November 11, 2015 (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 | $64,345 | $125,797-48.8% | $170,057-62.2% | $75,177-14.4% |
| Participation rate | 97.2% | 83.6%+13.6pp | 87.0%+10.2pp | 67.2%+30.0pp |
| Annual return | 43.02% | 27.20%+15.8pp | 53.42%-10.4pp | 160.75%-117.7pp |
| Employer contribution / active EE | $4,257 | $4,616-7.8% | $6,790-37.3% | $2,671+59.4% |
| Participant deferral / active EE | $6,912 | $6,838+1.1% | $10,411-33.6% | $4,126+67.5% |
| Admin fee / account holder | $7,867 | $8,177-3.8% | $12,826-38.7% | $5,651+39.2% |