Filed August 12, 2015 (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 | $121,483 | $138,386-12.2% | $184,260-34.1% | $80,935+50.1% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.7%+24.9pp |
| Annual return | 15.14% | 20.02%-4.9pp | 28.84%-13.7pp | 35.66%-20.5pp |
| Employer contribution / active EE | $2,306 | $4,851-52.5% | $6,427-64.1% | $2,757-16.4% |
| Participant deferral / active EE | $5,337 | $7,076-24.6% | $9,133-41.6% | $4,299+24.1% |
| Admin fee / account holder | $7,386 | $10,489-29.6% | $13,898-46.9% | $6,924+6.7% |