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 | $278,435 | $58,311+377.5% | $81,882+240.0% | $80,959+243.9% |
| Participation rate | 98.4% | 63.5%+34.9pp | 72.4%+26.0pp | 67.7%+30.7pp |
| Annual return | 14.41% | 41.85%-27.4pp | 779.47%-765.1pp | 35.67%-21.3pp |
| Employer contribution / active EE | $9,481 | $2,347+304.0% | $2,916+225.1% | $2,757+243.9% |
| Participant deferral / active EE | $9,794 | $3,287+198.0% | $4,323+126.5% | $4,300+127.7% |
| Admin fee / account holder | $34,637 | $4,752+628.9% | $7,360+370.6% | $6,925+400.2% |