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 | $88,754+77.5% | $81,820+92.5% | $145,877+8.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 25.28% | 1031.77%-1006.5pp | 777.93%-752.7pp | 551.28%-526.0pp |
| Employer contribution / active EE | $6,595 | $3,085+113.8% | $2,915+126.3% | $4,663+41.4% |
| Participant deferral / active EE | $11,317 | $4,648+143.5% | $4,323+161.8% | $6,691+69.2% |
| Admin fee / account holder | $296,849 | $8,424+3424.0% | $7,391+3916.6% | $13,402+2114.9% |