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 | $51,638+538.7% | $68,368+382.4% | $82,448+300.0% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 17.10% | 37.53%-20.4pp | 292.57%-275.5pp | 41.64%-24.5pp |
| Employer contribution / active EE | $12,565 | $2,047+514.0% | $2,649+374.4% | $2,551+392.6% |
| Participant deferral / active EE | $12,440 | $2,914+327.0% | $4,123+201.8% | $4,139+200.5% |
| Admin fee / account holder | $18,631 | $4,643+301.2% | $5,150+261.8% | $7,234+157.5% |