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 | $83,610 | $59,839+39.7% | $81,991+2.0% | $79,852+4.7% |
| Participation rate | 83.1% | 61.6%+21.4pp | 69.3%+13.8pp | 69.6%+13.4pp |
| Annual return | 17.85% | 17.56%+0.3pp | 41.31%-23.5pp | 31.72%-13.9pp |
| Employer contribution / active EE | $2,273 | $1,713+32.7% | $2,498-9.0% | $2,471-8.0% |
| Participant deferral / active EE | $5,125 | $2,695+90.1% | $3,722+37.7% | $3,740+37.0% |
| Admin fee / account holder | $2,692 | $4,287-37.2% | $5,665-52.5% | $5,306-49.3% |