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 | $98,063 | $47,479+106.5% | $62,929+55.8% | $82,448+18.9% |
| Participation rate | 87.8% | 66.9%+20.9pp | 73.1%+14.7pp | 68.1%+19.7pp |
| Annual return | 15.89% | 20.34%-4.5pp | 1063.93%-1048.0pp | 41.64%-25.7pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,351 | $2,870+51.6% | $3,888+11.9% | $4,139+5.1% |
| Admin fee / account holder | $5,334 | $3,804+40.2% | $5,065+5.3% | $7,234-26.3% |