Filed October 13, 2015 (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 | $136,165 | $47,479+186.8% | $62,929+116.4% | $82,448+65.2% |
| Participation rate | 95.2% | 66.9%+28.4pp | 73.1%+22.1pp | 68.1%+27.2pp |
| Annual return | 13.08% | 20.34%-7.3pp | 1063.93%-1050.8pp | 41.64%-28.6pp |
| Employer contribution / active EE | $7,151 | $1,885+279.3% | $2,505+185.5% | $2,551+180.3% |
| Participant deferral / active EE | $3,574 | $2,870+24.5% | $3,888-8.1% | $4,139-13.6% |
| Admin fee / account holder | $15,155 | $3,804+298.4% | $5,065+199.2% | $7,234+109.5% |