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 | $50,554+169.3% | $67,681+101.2% | $87,485+55.6% |
| Participation rate | 95.2% | 67.7%+27.5pp | 73.7%+21.5pp | 68.9%+26.3pp |
| Annual return | 13.08% | 17.81%-4.7pp | 590.58%-577.5pp | 26.06%-13.0pp |
| Employer contribution / active EE | $7,151 | $1,988+259.6% | $2,678+167.0% | $2,596+175.4% |
| Participant deferral / active EE | $3,574 | $2,961+20.7% | $3,976-10.1% | $4,274-16.4% |
| Admin fee / account holder | $15,155 | $4,132+266.7% | $6,100+148.5% | $7,775+94.9% |