Filed December 8, 2014 (most recent of 2 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $619,628 | $88,710+598.5% | $81,783+657.6% | $145,959+324.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.10% | 1027.26%-1017.2pp | 775.05%-764.9pp | 561.95%-551.8pp |
| Employer contribution / active EE | $16,241 | $3,083+426.8% | $2,913+457.6% | $4,661+248.5% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,320-100.0% | $6,689-100.0% |
| Admin fee / account holder | $13,392 | $8,407+59.3% | $7,380+81.5% | $13,3980% |