Filed October 16, 2015
Total covered: 3 employees
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
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 | $227,613 | $69,273+228.6% | $90,796+150.7% | $82,637+175.4% |
| Participation rate | 100.0% | 64.0%+36.0pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 14.58% | 18.37%-3.8pp | 19.29%-4.7pp | 53.51%-38.9pp |
| Employer contribution / active EE | $18,763 | $1,865+905.9% | $2,294+718.0% | $2,552+635.2% |
| Participant deferral / active EE | $15,359 | $3,047+404.0% | $3,822+301.9% | $4,126+272.2% |
| Admin fee / account holder | $17,454 | $5,511+216.7% | $7,024+148.5% | $7,339+137.8% |