Filed October 18, 2017
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,163 | $89,739-44.1% | $149,721-66.5% | $62,293-19.5% |
| Participation rate | 75.9% | 85.1%-9.2pp | 87.1%-11.2pp | 69.5%+6.4pp |
| Annual return | 302.38% | 21.01%+281.4pp | 1501.67%-1199.3pp | 28.90%+273.5pp |
| Employer contribution / active EE | $2,307 | $3,233-28.7% | $5,444-57.6% | $2,042+12.9% |
| Participant deferral / active EE | $4,834 | $4,797+0.8% | $6,568-26.4% | $3,169+52.5% |
| Admin fee / account holder | $27,661 | $551+4918.0% | $11,282+145.2% | $479+5670.6% |