Filed November 8, 2016
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,268 | $102,382+89.7% | $147,005+32.2% | $80,874+140.2% |
| Participation rate | 94.7% | 75.8%+18.9pp | 82.2%+12.6pp | 67.6%+27.1pp |
| Annual return | 13.09% | 134.89%-121.8pp | 418.76%-405.7pp | 35.62%-22.5pp |
| Employer contribution / active EE | $9,696 | $3,715+161.0% | $4,934+96.5% | $2,756+251.9% |
| Participant deferral / active EE | $10,786 | $6,646+62.3% | $8,070+33.7% | $4,297+151.0% |
| Admin fee / account holder | $36,710 | $7,942+362.2% | $13,006+182.3% | $6,935+429.3% |