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 | $149,545 | $95,406+56.7% | $185,849-19.5% | $85,847+74.2% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 24.86% | 23.59%+1.3pp | 122.10%-97.2pp | 318.61%-293.7pp |
| Employer contribution / active EE | $4,147 | $3,314+25.1% | $5,169-19.8% | $2,565+61.6% |
| Participant deferral / active EE | $4,562 | $3,424+33.2% | $5,569-18.1% | $3,952+15.4% |
| Admin fee / account holder | $6,946 | $7,214-3.7% | $16,244-57.2% | $6,261+10.9% |