Filed September 4, 2015 (most recent of 2 filings on file)
Total covered: 2 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 | $329,801 | $61,125+439.6% | $94,057+250.6% | $87,485+277.0% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.3%+26.7pp | 68.9%+31.1pp |
| Annual return | 17.10% | 35.20%-18.1pp | 480.62%-463.5pp | 26.06%-9.0pp |
| Employer contribution / active EE | $12,565 | $2,136+488.1% | $2,933+328.4% | $2,596+384.0% |
| Participant deferral / active EE | $12,440 | $3,260+281.6% | $4,709+164.2% | $4,274+191.1% |
| Admin fee / account holder | $18,631 | $5,629+231.0% | $7,244+157.2% | $7,775+139.6% |