Filed July 28, 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 | $73,136 | $81,233-10.0% | $155,567-53.0% | $80,874-9.6% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 12.59% | 33.33%-20.7pp | 64.74%-52.1pp | 35.62%-23.0pp |
| Employer contribution / active EE | $4,171 | $3,101+34.5% | $4,674-10.8% | $2,756+51.4% |
| Participant deferral / active EE | $5,480 | $3,452+58.7% | $5,628-2.6% | $4,297+27.5% |
| Admin fee / account holder | $890 | $7,998-88.9% | $15,916-94.4% | $6,935-87.2% |