Filed August 6, 2015
Total covered: 6 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 | $193,035 | $70,532+173.7% | $68,948+180.0% | $137,256+40.6% |
| Participation rate | 100.0% | 81.0%+19.0pp | 79.2%+20.8pp | 80.0%+20.0pp |
| Annual return | 14.82% | 32.56%-17.7pp | 28.39%-13.6pp | 220.34%-205.5pp |
| Employer contribution / active EE | $10,083 | $4,355+131.5% | $4,165+142.1% | $4,156+142.6% |
| Participant deferral / active EE | $11,320 | $6,773+67.1% | $6,186+83.0% | $6,407+76.7% |
| Admin fee / account holder | $68,610 | $7,916+766.7% | $7,539+810.1% | $12,270+459.2% |