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 | $145,765 | $93,589+55.8% | $135,942+7.2% | $75,181+93.9% |
| Participation rate | 93.7% | 75.2%+18.5pp | 81.9%+11.7pp | 67.2%+26.5pp |
| Annual return | 17.11% | 30.90%-13.8pp | 68.28%-51.2pp | 160.69%-143.6pp |
| Employer contribution / active EE | $6,833 | $3,537+93.2% | $4,858+40.7% | $2,671+155.9% |
| Participant deferral / active EE | $7,625 | $6,405+19.0% | $7,759-1.7% | $4,126+84.8% |
| Admin fee / account holder | $45,290 | $6,977+549.1% | $10,764+320.7% | $5,650+701.6% |