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 | $589,510 | $100,938+484.0% | $90,461+551.7% | $158,982+270.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.7%+27.3pp | 82.0%+18.0pp |
| Annual return | 13.00% | 1727.20%-1714.2pp | 1294.76%-1281.8pp | 302.99%-290.0pp |
| Employer contribution / active EE | $8,873 | $3,691+140.4% | $3,264+171.9% | $4,763+86.3% |
| Participant deferral / active EE | $20,333 | $4,350+367.5% | $3,964+412.9% | $5,983+239.8% |
| Admin fee / account holder | $1,059 | $6,510-83.7% | $5,617-81.2% | $11,252-90.6% |