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 | $222,570 | $71,873+209.7% | $86,698+156.7% | $68,490+225.0% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -4.40% | 3.54%-7.9pp | 35.96%-40.4pp | -7.85%+3.4pp |
| Employer contribution / active EE | $3,167 | $2,173+45.7% | $2,837+11.7% | $2,597+22.0% |
| Participant deferral / active EE | $8,754 | $3,779+131.6% | $4,656+88.0% | $4,028+117.3% |
| Admin fee / account holder | $25,907 | $6,110+324.0% | $7,492+245.8% | $5,403+379.5% |