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 | $132,550 | $85,766+54.5% | $136,298-2.8% | $70,126+89.0% |
| Participation rate | 95.1% | 74.2%+20.9pp | 81.9%+13.2pp | 69.5%+25.5pp |
| Annual return | 18.52% | 31.46%-12.9pp | 5156.27%-5137.7pp | 73.15%-54.6pp |
| Employer contribution / active EE | $6,597 | $2,966+122.4% | $4,696+40.5% | $2,343+181.6% |
| Participant deferral / active EE | $6,524 | $5,051+29.2% | $6,247+4.4% | $3,332+95.8% |
| Admin fee / account holder | $6,850 | $5,421+26.4% | $9,244-25.9% | $4,645+47.5% |