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 | $90,538+113.2% | $88,457+118.2% | $154,746+24.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 78.6%+21.4pp | 80.7%+19.3pp |
| Annual return | 14.82% | 37.97%-23.1pp | 32.69%-17.9pp | 172.34%-157.5pp |
| Employer contribution / active EE | $10,083 | $4,914+105.2% | $4,681+115.4% | $4,379+130.2% |
| Participant deferral / active EE | $11,320 | $6,073+86.4% | $5,667+99.7% | $6,730+68.2% |
| Admin fee / account holder | $68,610 | $10,337+563.8% | $9,606+614.2% | $14,365+377.6% |