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 | $266,719 | $57,330+365.2% | $86,656+207.8% | $75,177+254.8% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.32% | 2675.40%-2657.1pp | 593.09%-574.8pp | 160.75%-142.4pp |
| Employer contribution / active EE | $8,936 | $2,316+285.8% | $3,025+195.3% | $2,671+234.5% |
| Participant deferral / active EE | $9,696 | $3,320+192.0% | $4,439+118.4% | $4,126+135.0% |
| Admin fee / account holder | $16,846 | $4,115+309.4% | $5,619+199.8% | $5,651+198.1% |