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 | $120,094 | $46,599+157.7% | $64,101+87.4% | $75,173+59.8% |
| Participation rate | 87.8% | 65.9%+21.9pp | 72.3%+15.5pp | 67.2%+20.6pp |
| Annual return | 12.10% | 26.06%-14.0pp | 33.72%-21.6pp | 160.72%-148.6pp |
| Employer contribution / active EE | $5,776 | $1,975+192.4% | $2,749+110.2% | $2,671+116.3% |
| Participant deferral / active EE | $2,888 | $2,837+1.8% | $3,881-25.6% | $4,126-30.0% |
| Admin fee / account holder | $12,192 | $2,956+312.5% | $3,070+297.1% | $5,651+115.8% |