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 | $138,366-12.2% | $184,185-34.0% | $80,911+50.1% |
| Participation rate | 92.6% | 83.9%+8.7pp | 86.8%+5.8pp | 67.6%+24.9pp |
| Annual return | 15.14% | 20.02%-4.9pp | 28.81%-13.7pp | 35.63%-20.5pp |
| Employer contribution / active EE | $2,306 | $4,849-52.4% | $6,426-64.1% | $2,756-16.3% |
| Participant deferral / active EE | $5,337 | $7,074-24.6% | $9,132-41.6% | $4,297+24.2% |
| Admin fee / account holder | $7,386 | $10,484-29.6% | $13,909-46.9% | $6,935+6.5% |