Filed April 6, 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 | $74,762 | $65,395+14.3% | $182,531-59.0% | $72,983+2.4% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.85% | 27.68%-6.8pp | 148.57%-127.7pp | 81.01%-60.2pp |
| Employer contribution / active EE | $2,037 | $1,911+6.6% | $4,075-50.0% | $2,440-16.5% |
| Participant deferral / active EE | $4,328 | $3,563+21.5% | $5,525-21.7% | $3,608+20.0% |
| Admin fee / account holder | $609 | $4,245-85.7% | $8,593-92.9% | $5,124-88.1% |