Filed November 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 | $32,340 | $45,050-28.2% | $63,018-48.7% | $70,126-53.9% |
| Participation rate | 82.4% | 69.5%+12.8pp | 74.8%+7.5pp | 69.5%+12.8pp |
| Annual return | 21.07% | 18.76%+2.3pp | 87.62%-66.6pp | 73.15%-52.1pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,758 | $2,466+52.4% | $3,330+12.9% | $3,332+12.8% |
| Admin fee / account holder | $501 | $2,834-82.3% | $3,601-86.1% | $4,645-89.2% |