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 | $52,466 | $48,314+8.6% | $67,561-22.3% | $80,925-35.2% |
| Participation rate | 75.0% | 66.4%+8.6pp | 72.9%+2.1pp | 67.7%+7.3pp |
| Annual return | 13.99% | 18.28%-4.3pp | 3525.44%-3511.5pp | 35.65%-21.7pp |
| Employer contribution / active EE | $2,267 | $2,022+12.1% | $2,735-17.1% | $2,756-17.8% |
| Participant deferral / active EE | $4,310 | $2,927+47.3% | $4,003+7.7% | $4,299+0.3% |
| Admin fee / account holder | $5,496 | $3,690+49.0% | $4,006+37.2% | $6,940-20.8% |