Filed June 14, 2016 (most recent of 3 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 | $143,944 | $84,236+70.9% | $170,435-15.5% | $70,126+105.3% |
| Participation rate | 90.2% | 70.8%+19.4pp | 83.6%+6.6pp | 69.5%+20.7pp |
| Annual return | 18.07% | 23.06%-5.0pp | 205.94%-187.9pp | 73.15%-55.1pp |
| Employer contribution / active EE | $6,091 | $3,387+79.8% | $5,432+12.1% | $2,343+160.0% |
| Participant deferral / active EE | $4,625 | $3,086+49.9% | $4,939-6.4% | $3,332+38.8% |
| Admin fee / account holder | $2,529 | $5,698-55.6% | $13,881-81.8% | $4,645-45.6% |