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 | $269,623 | $64,920+315.3% | $103,693+160.0% | $86,983+210.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 12.96% | 30.29%-17.3pp | 47.61%-34.7pp | 25.83%-12.9pp |
| Employer contribution / active EE | $10,217 | $2,141+377.2% | $2,920+249.9% | $2,584+295.3% |
| Participant deferral / active EE | $11,239 | $3,241+246.8% | $4,579+145.4% | $4,194+168.0% |
| Admin fee / account holder | $64,190 | $6,191+936.8% | $7,858+716.9% | $7,856+717.1% |