Filed November 7, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,084 | $51,638+68.6% | $129,406-32.7% | $80,959+7.6% |
| Participation rate | 95.8% | 56.9%+38.9pp | 69.6%+26.2pp | 67.7%+28.2pp |
| Annual return | 13.65% | 20.78%-7.1pp | 9468.18%-9454.5pp | 35.67%-22.0pp |
| Employer contribution / active EE | $2,314 | $1,584+46.2% | $4,155-44.3% | $2,757-16.1% |
| Participant deferral / active EE | $4,776 | $2,670+78.9% | $4,167+14.6% | $4,300+11.1% |
| Admin fee / account holder | $3,565 | $4,313-17.3% | $7,689-53.6% | $6,925-48.5% |