Filed December 21, 2015
Total covered: 5 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 | $133,313 | $51,642+158.1% | $129,384+3.0% | $80,935+64.7% |
| Participation rate | 71.0% | 56.9%+14.1pp | 69.6%+1.3pp | 67.7%+3.3pp |
| Annual return | 14.57% | 20.78%-6.2pp | 9461.77%-9447.2pp | 35.66%-21.1pp |
| Employer contribution / active EE | $2,972 | $1,583+87.7% | $4,153-28.4% | $2,757+7.8% |
| Participant deferral / active EE | $7,169 | $2,670+168.6% | $4,166+72.1% | $4,299+66.7% |
| Admin fee / account holder | $27,767 | $4,312+544.0% | $7,686+261.3% | $6,924+301.0% |