Filed November 3, 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 | $207,483 | $72,486+186.2% | $87,103+138.2% | $72,976+184.3% |
| Participation rate | 97.0% | 72.8%+24.2pp | 76.9%+20.1pp | 69.5%+27.5pp |
| Annual return | 18.08% | 24.46%-6.4pp | 28.19%-10.1pp | 81.02%-62.9pp |
| Employer contribution / active EE | $4,318 | $1,894+128.0% | $2,521+71.2% | $2,440+77.0% |
| Participant deferral / active EE | $7,917 | $3,270+142.1% | $4,049+95.6% | $3,608+119.5% |
| Admin fee / account holder | $5,188 | $5,055+2.6% | $7,491-30.8% | $5,124+1.2% |