Filed December 17, 2015 (most recent of 2 filings on file)
Total covered: 8 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $269,623 | $61,125+341.1% | $94,057+186.7% | $87,485+208.2% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 12.96% | 35.20%-22.2pp | 480.62%-467.7pp | 26.06%-13.1pp |
| Employer contribution / active EE | $10,217 | $2,136+378.2% | $2,933+248.3% | $2,596+293.5% |
| Participant deferral / active EE | $11,239 | $3,260+244.7% | $4,709+138.6% | $4,274+163.0% |
| Admin fee / account holder | $64,190 | $5,629+1040.4% | $7,244+786.1% | $7,775+725.6% |