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 | $96,319 | $96,691-0.4% | $86,656+11.2% | $139,487-30.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 71.7%+28.3pp | 80.3%+19.7pp |
| Annual return | 12.64% | 106.87%-94.2pp | 593.09%-580.5pp | 373.84%-361.2pp |
| Employer contribution / active EE | $22,270 | $3,267+581.7% | $3,025+636.1% | $4,755+368.4% |
| Participant deferral / active EE | $17,665 | $4,838+265.2% | $4,439+297.9% | $6,713+163.2% |
| Admin fee / account holder | $69,217 | $6,414+979.1% | $5,619+1131.9% | $11,407+506.8% |