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 | $102,422+89.7% | $147,117+32.1% | $80,959+140.0% |
| Participation rate | 94.7% | 75.9%+18.9pp | 82.2%+12.6pp | 67.7%+27.1pp |
| Annual return | 13.09% | 135.16%-122.1pp | 420.54%-407.5pp | 35.67%-22.6pp |
| Employer contribution / active EE | $9,696 | $3,717+160.8% | $4,932+96.6% | $2,757+251.7% |
| Participant deferral / active EE | $10,786 | $6,652+62.1% | $8,065+33.7% | $4,300+150.8% |
| Admin fee / account holder | $36,710 | $7,953+361.6% | $12,993+182.5% | $6,925+430.1% |