Filed March 15, 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 | $157,030 | $81,358+93.0% | $155,556+0.9% | $80,959+94.0% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 14.22% | 33.39%-19.2pp | 64.84%-50.6pp | 35.67%-21.4pp |
| Employer contribution / active EE | $4,643 | $3,106+49.5% | $4,675-0.7% | $2,757+68.4% |
| Participant deferral / active EE | $5,395 | $3,455+56.1% | $5,631-4.2% | $4,300+25.5% |
| Admin fee / account holder | $1,445 | $7,994-81.9% | $15,885-90.9% | $6,925-79.1% |