Filed December 8, 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 | $31,212 | $98,776-68.4% | $149,745-79.2% | $79,856-60.9% |
| Participation rate | 95.8% | 75.8%+20.0pp | 82.5%+13.4pp | 69.6%+26.2pp |
| Annual return | 21.82% | 27.38%-5.6pp | 276.72%-254.9pp | 31.71%-9.9pp |
| Employer contribution / active EE | $2,562 | $3,217-20.4% | $4,646-44.9% | $2,471+3.7% |
| Participant deferral / active EE | $5,400 | $5,681-5.0% | $6,843-21.1% | $3,741+44.4% |
| Admin fee / account holder | $5,146 | $6,053-15.0% | $9,312-44.7% | $5,306-3.0% |