Filed April 4, 2018
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 | $67,658 | $89,370-24.3% | $141,197-52.1% | $72,976-7.3% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 33.78% | 111.88%-78.1pp | 71.41%-37.6pp | 81.02%-47.2pp |
| Employer contribution / active EE | $5,238 | $3,115+68.2% | $4,736+10.6% | $2,440+114.7% |
| Participant deferral / active EE | $6,908 | $5,419+27.5% | $6,710+2.9% | $3,608+91.5% |
| Admin fee / account holder | $7,068 | $5,957+18.7% | $10,265-31.1% | $5,124+37.9% |