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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $322,784 | $157,276+105.2% | $141,177+128.6% | $152,885+111.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 20.67% | 64.33%-43.7pp | 71.40%-50.7pp | 345.39%-324.7pp |
| Employer contribution / active EE | $7,259 | $5,262+38.0% | $4,736+53.3% | $4,763+52.4% |
| Participant deferral / active EE | $10,246 | $7,110+44.1% | $6,710+52.7% | $5,851+75.1% |
| Admin fee / account holder | $61,128 | $12,123+404.2% | $10,263+495.6% | $11,598+427.0% |