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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,704 | $54,763+304.8% | $90,324+145.5% | $72,976+203.8% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 21.37% | 30.63%-9.3pp | 78.15%-56.8pp | 81.02%-59.6pp |
| Employer contribution / active EE | $8,705 | $2,093+315.9% | $2,856+204.8% | $2,440+256.8% |
| Participant deferral / active EE | $8,705 | $2,887+201.5% | $3,885+124.1% | $3,608+141.3% |
| Admin fee / account holder | $16,662 | $3,973+319.3% | $5,356+211.1% | $5,124+225.2% |