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 | $115,974 | $76,551+51.5% | $123,894-6.4% | $62,881+84.4% |
| Participation rate | 91.8% | 73.0%+18.8pp | 81.4%+10.4pp | 69.3%+22.5pp |
| Annual return | 8.07% | 18.68%-10.6pp | 47.52%-39.4pp | 20.14%-12.1pp |
| Employer contribution / active EE | $6,305 | $2,882+118.7% | $4,617+36.6% | $2,281+176.4% |
| Participant deferral / active EE | $7,002 | $4,840+44.7% | $5,984+17.0% | $3,203+118.6% |
| Admin fee / account holder | $5,522 | $4,826+14.4% | $8,357-33.9% | $4,296+28.5% |