Filed February 20, 2015 (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 | $150,421 | $40,275+273.5% | $57,356+162.3% | $59,633+152.2% |
| Participation rate | 98.9% | 69.1%+29.8pp | 75.1%+23.8pp | 68.7%+30.2pp |
| Annual return | 1.00% | 27.52%-26.5pp | 24.41%-23.4pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $5,341 | $1,921+178.0% | $2,689+98.7% | $2,203+142.5% |
| Participant deferral / active EE | $6,559 | $2,400+173.3% | $3,162+107.4% | $3,192+105.5% |
| Admin fee / account holder | $10,302 | $2,820+265.3% | $3,357+206.9% | $4,297+139.8% |