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 | $74,182 | $49,255+50.6% | $70,494+5.2% | $79,856-7.1% |
| Participation rate | 97.1% | 69.2%+27.9pp | 75.1%+22.0pp | 69.6%+27.4pp |
| Annual return | 14.47% | 30.10%-15.6pp | 109.16%-94.7pp | 31.71%-17.2pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,621 | $2,768+66.9% | $3,711+24.5% | $3,741+23.5% |
| Admin fee / account holder | $888 | $2,879-69.2% | $3,848-76.9% | $5,306-83.3% |