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 | $81,358-10.1% | $155,556-53.0% | $80,959-9.7% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 12.59% | 33.39%-20.8pp | 64.84%-52.3pp | 35.67%-23.1pp |
| Employer contribution / active EE | $4,171 | $3,106+34.3% | $4,675-10.8% | $2,757+51.3% |
| Participant deferral / active EE | $5,480 | $3,455+58.6% | $5,631-2.7% | $4,300+27.4% |
| Admin fee / account holder | $890 | $7,994-88.9% | $15,885-94.4% | $6,925-87.1% |