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 | $112,422 | $49,255+128.2% | $70,494+59.5% | $79,856+40.8% |
| Participation rate | 97.1% | 69.2%+28.0pp | 75.1%+22.1pp | 69.6%+27.5pp |
| Annual return | 11.27% | 30.10%-18.8pp | 109.16%-97.9pp | 31.71%-20.4pp |
| Employer contribution / active EE | $7,036 | $2,100+235.0% | $2,738+157.0% | $2,471+184.7% |
| Participant deferral / active EE | $3,504 | $2,768+26.6% | $3,711-5.6% | $3,741-6.3% |
| Admin fee / account holder | $3,419 | $2,879+18.8% | $3,848-11.1% | $5,306-35.6% |