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 | $124,781 | $91,198+36.8% | $178,503-30.1% | $79,856+56.3% |
| Participation rate | 98.7% | 69.2%+29.5pp | 81.9%+16.8pp | 69.6%+29.1pp |
| Annual return | 10.10% | 24.20%-14.1pp | 151.12%-141.0pp | 31.71%-21.6pp |
| Employer contribution / active EE | $2,157 | $3,257-33.8% | $5,011-57.0% | $2,471-12.7% |
| Participant deferral / active EE | $3,801 | $3,237+17.4% | $5,202-26.9% | $3,741+1.6% |
| Admin fee / account holder | $5,046 | $6,748-25.2% | $13,987-63.9% | $5,306-4.9% |