Filed July 27, 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 | $43,421 | $48,078-9.7% | $78,676-44.8% | $62,881-30.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.16% | 31.36%-21.2pp | 62.19%-52.0pp | 20.14%-10.0pp |
| Employer contribution / active EE | $1,093 | $2,015-45.7% | $2,850-61.6% | $2,281-52.1% |
| Participant deferral / active EE | $3,693 | $2,587+42.7% | $3,517+5.0% | $3,203+15.3% |
| Admin fee / account holder | $4,181 | $3,206+30.4% | $4,510-7.3% | $4,296-2.7% |