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 | $150,716 | $89,367+68.6% | $141,191+6.7% | $72,975+106.5% |
| Participation rate | 84.7% | 75.1%+9.6pp | 82.5%+2.3pp | 69.5%+15.3pp |
| Annual return | 23.74% | 111.87%-88.1pp | 71.41%-47.7pp | 81.01%-57.3pp |
| Employer contribution / active EE | $7,045 | $3,115+126.2% | $4,736+48.8% | $2,440+188.7% |
| Participant deferral / active EE | $6,280 | $5,419+15.9% | $6,710-6.4% | $3,608+74.1% |
| Admin fee / account holder | $27,225 | $5,957+357.1% | $10,264+165.2% | $5,124+431.3% |