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 | $51,631+158.2% | $129,397+3.0% | $80,925+64.7% |
| Participation rate | 71.0% | 56.9%+14.0pp | 69.6%+1.3pp | 67.7%+3.3pp |
| Annual return | 14.57% | 20.77%-6.2pp | 9453.98%-9439.4pp | 35.65%-21.1pp |
| Employer contribution / active EE | $2,972 | $1,583+87.7% | $4,154-28.5% | $2,756+7.8% |
| Participant deferral / active EE | $7,169 | $2,670+168.5% | $4,167+72.0% | $4,299+66.8% |
| Admin fee / account holder | $27,767 | $4,309+544.4% | $7,679+261.6% | $6,940+300.1% |