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 | $83,117 | $39,132+112.4% | $57,196+45.3% | $62,881+32.2% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 5.83% | 9.24%-3.4pp | 14.59%-8.8pp | 20.14%-14.3pp |
| Employer contribution / active EE | $5,937 | $1,874+216.8% | $2,683+121.3% | $2,281+160.3% |
| Participant deferral / active EE | $2,968 | $2,374+25.0% | $3,096-4.1% | $3,203-7.3% |
| Admin fee / account holder | $5,885 | $2,594+126.9% | $3,141+87.4% | $4,296+37.0% |