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 | $275,031 | $60,139+357.3% | $90,461+204.0% | $79,856+244.4% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 20.81% | 71.96%-51.2pp | 1294.76%-1274.0pp | 31.71%-10.9pp |
| Employer contribution / active EE | $9,732 | $2,069+370.4% | $3,264+198.2% | $2,471+293.8% |
| Participant deferral / active EE | $9,915 | $2,939+237.4% | $3,964+150.1% | $3,741+165.1% |
| Admin fee / account holder | $18,619 | $3,978+368.0% | $5,617+231.5% | $5,306+250.9% |