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 | $63,873 | $52,580+21.5% | $71,671-10.9% | $70,126-8.9% |
| Participation rate | 90.7% | 60.9%+29.9pp | 68.7%+22.0pp | 69.5%+21.2pp |
| Annual return | 16.39% | 20.25%-3.9pp | 20.65%-4.3pp | 73.15%-56.8pp |
| Employer contribution / active EE | $2,183 | $1,616+35.1% | $2,460-11.3% | $2,343-6.8% |
| Participant deferral / active EE | $4,978 | $2,386+108.6% | $3,438+44.8% | $3,332+49.4% |
| Admin fee / account holder | $19,236 | $3,653+426.6% | $5,558+246.1% | $4,645+314.1% |