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 | $101,541 | $45,087+125.2% | $69,483+46.1% | $72,976+39.1% |
| Participation rate | 97.1% | 68.5%+28.6pp | 74.6%+22.5pp | 69.5%+27.6pp |
| Annual return | 12.87% | 22.67%-9.8pp | 28.99%-16.1pp | 81.02%-68.1pp |
| Employer contribution / active EE | $6,908 | $2,055+236.1% | $2,780+148.5% | $2,440+183.1% |
| Participant deferral / active EE | $3,441 | $2,603+32.2% | $3,537-2.7% | $3,608-4.6% |
| Admin fee / account holder | $4,965 | $3,057+62.4% | $3,841+29.3% | $5,124-3.1% |