Filed April 17, 2015
Total covered: 3 employees
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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 | $157,537 | $88,815+77.4% | $81,882+92.4% | $145,897+8.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.28% | 1033.75%-1008.5pp | 779.47%-754.2pp | 552.29%-527.0pp |
| Employer contribution / active EE | $6,595 | $3,086+113.7% | $2,916+126.2% | $4,663+41.5% |
| Participant deferral / active EE | $11,317 | $4,647+143.5% | $4,323+161.8% | $6,689+69.2% |
| Admin fee / account holder | $296,849 | $8,434+3419.5% | $7,360+3933.5% | $13,390+2116.9% |