Filed June 29, 2016 (most recent of 2 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 | $146,595 | $58,627+150.0% | $76,735+91.0% | $82,448+77.8% |
| Participation rate | 75.0% | 63.2%+11.8pp | 69.5%+5.5pp | 68.1%+6.9pp |
| Annual return | 15.61% | 39.10%-23.5pp | 29.77%-14.2pp | 41.64%-26.0pp |
| Employer contribution / active EE | $2,262 | $1,729+30.8% | $2,454-7.8% | $2,551-11.3% |
| Participant deferral / active EE | $5,881 | $3,134+87.7% | $4,088+43.9% | $4,139+42.1% |
| Admin fee / account holder | $5,405 | $5,323+1.5% | $7,189-24.8% | $7,234-25.3% |