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 | $300,974 | $65,440+359.9% | $98,506+205.5% | $85,851+250.6% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 14.48% | 21.75%-7.3pp | 1494.92%-1480.4pp | 318.63%-304.2pp |
| Employer contribution / active EE | $8,322 | $2,169+283.7% | $2,961+181.0% | $2,565+224.4% |
| Participant deferral / active EE | $8,625 | $3,168+172.3% | $4,277+101.7% | $3,952+118.2% |
| Admin fee / account holder | $6,092 | $4,596+32.6% | $5,955+2.3% | $6,261-2.7% |