Filed November 30, 2016 (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 | $57,452 | $81,258-29.3% | $105,218-45.4% | $59,633-3.7% |
| Participation rate | 100.0% | 75.4%+24.6pp | 77.2%+22.8pp | 68.7%+31.3pp |
| Annual return | 18.20% | 1.96%+16.2pp | 5.33%+12.9pp | 2041.45%-2023.3pp |
| Employer contribution / active EE | $3,807 | $2,562+48.6% | $3,255+16.9% | $2,203+72.8% |
| Participant deferral / active EE | $0 | $3,881-100.0% | $4,867-100.0% | $3,192-100.0% |
| Admin fee / account holder | $970 | $5,841-83.4% | $6,992-86.1% | $4,297-77.4% |