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 | $55,457+145.5% | $77,361+76.0% | $94,015+44.8% |
| Participation rate | 95.2% | 69.8%+25.4pp | 75.0%+20.3pp | 70.8%+24.4pp |
| Annual return | 13.08% | 15.57%-2.5pp | 1011.54%-998.5pp | 17.84%-4.8pp |
| Employer contribution / active EE | $7,151 | $2,255+217.1% | $2,990+139.1% | $2,790+156.3% |
| Participant deferral / active EE | $3,574 | $3,069+16.4% | $3,911-8.6% | $4,249-15.9% |
| Admin fee / account holder | $15,155 | $4,334+249.7% | $5,894+157.1% | $8,951+69.3% |