Filed October 16, 2015
Total covered: 3 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 | $200,245 | $63,809+213.8% | $81,353+146.1% | $80,935+147.4% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.7%+32.3pp |
| Annual return | 11.99% | 16.37%-4.4pp | 24.82%-12.8pp | 35.66%-23.7pp |
| Employer contribution / active EE | $17,409 | $1,981+778.9% | $2,464+606.6% | $2,757+531.5% |
| Participant deferral / active EE | $14,968 | $3,093+383.9% | $3,885+285.3% | $4,299+248.1% |
| Admin fee / account holder | $12,412 | $5,686+118.3% | $5,766+115.3% | $6,924+79.3% |