Filed July 7, 2016
Total covered: 2 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 | $54,455 | $50,554+7.7% | $67,681-19.5% | $87,485-37.8% |
| Participation rate | 73.6% | 67.7%+5.8pp | 73.7%-0.2pp | 68.9%+4.6pp |
| Annual return | 12.15% | 17.81%-5.7pp | 590.58%-578.4pp | 26.06%-13.9pp |
| Employer contribution / active EE | $2,464 | $1,988+23.9% | $2,678-8.0% | $2,596-5.1% |
| Participant deferral / active EE | $4,418 | $2,961+49.2% | $3,976+11.1% | $4,274+3.4% |
| Admin fee / account holder | $8,496 | $4,132+105.6% | $6,100+39.3% | $7,775+9.3% |