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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,058 | $48,076+328.6% | $78,690+161.9% | $62,891+227.6% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 7.90% | 31.35%-23.5pp | 62.18%-54.3pp | 20.14%-12.2pp |
| Employer contribution / active EE | $7,340 | $2,015+264.3% | $2,851+157.5% | $2,281+221.8% |
| Participant deferral / active EE | $6,576 | $2,588+154.1% | $3,517+87.0% | $3,203+105.3% |
| Admin fee / account holder | $11,546 | $3,207+260.0% | $4,511+156.0% | $4,296+168.8% |