Filed September 20, 2016
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 | $718,351 | $152,074+372.4% | $137,474+422.5% | $198,609+261.7% |
| Participation rate | 100.0% | 85.3%+14.7pp | 83.5%+16.5pp | 82.4%+17.6pp |
| Annual return | 14.79% | 10.68%+4.1pp | 11.53%+3.3pp | 202.70%-187.9pp |
| Employer contribution / active EE | $15,001 | $5,444+175.5% | $5,048+197.2% | $5,055+196.7% |
| Participant deferral / active EE | $16,396 | $6,522+151.4% | $6,155+166.4% | $6,977+135.0% |
| Admin fee / account holder | $19,906 | $11,950+66.6% | $10,602+87.8% | $19,030+4.6% |