Filed May 27, 2015
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,222 | $48,078+33.6% | $78,676-18.4% | $62,881+2.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 9.70% | 31.36%-21.7pp | 62.19%-52.5pp | 20.14%-10.4pp |
| Employer contribution / active EE | $7,594 | $2,015+277.0% | $2,850+166.5% | $2,281+232.9% |
| Participant deferral / active EE | $6,239 | $2,587+141.2% | $3,517+77.4% | $3,203+94.8% |
| Admin fee / account holder | $3,207 | $3,2060% | $4,510-28.9% | $4,296-25.3% |