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 | $160,841 | $39,132+311.0% | $57,196+181.2% | $62,881+155.8% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 7.86% | 9.24%-1.4pp | 14.59%-6.7pp | 20.14%-12.3pp |
| Employer contribution / active EE | $5,544 | $1,874+195.9% | $2,683+106.6% | $2,281+143.1% |
| Participant deferral / active EE | $6,876 | $2,374+189.6% | $3,096+122.1% | $3,203+114.7% |
| Admin fee / account holder | $8,166 | $2,594+214.8% | $3,141+160.0% | $4,296+90.1% |