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 | $135,784 | $75,962+78.8% | $154,111-11.9% | $64,173+111.6% |
| Participation rate | 97.6% | 70.4%+27.1pp | 83.0%+14.5pp | 69.6%+28.0pp |
| Annual return | -6.01% | 30.32%-36.3pp | 735.18%-741.2pp | 7.63%-13.6pp |
| Employer contribution / active EE | $6,858 | $3,350+104.7% | $5,298+29.5% | $2,381+188.1% |
| Participant deferral / active EE | $5,576 | $3,175+75.6% | $5,081+9.7% | $3,470+60.7% |
| Admin fee / account holder | $1,426 | $5,589-74.5% | $13,411-89.4% | $4,887-70.8% |