Filed February 23, 2016
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $176,747 | $143,969+22.8% | $199,883-11.6% | $82,637+113.9% |
| Participation rate | 90.2% | 84.1%+6.1pp | 86.8%+3.5pp | 68.1%+22.2pp |
| Annual return | 20.39% | 25.67%-5.3pp | 43.81%-23.4pp | 53.51%-33.1pp |
| Employer contribution / active EE | $9,357 | $4,632+102.0% | $6,261+49.4% | $2,552+266.6% |
| Participant deferral / active EE | $15,936 | $6,937+129.7% | $9,138+74.4% | $4,126+286.2% |
| Admin fee / account holder | $14,502 | $14,597-0.7% | $17,268-16.0% | $7,339+97.6% |