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 | $206,439 | $60,139+243.3% | $90,461+128.2% | $79,856+158.5% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 15.06% | 71.96%-56.9pp | 1294.76%-1279.7pp | 31.71%-16.6pp |
| Employer contribution / active EE | $9,950 | $2,069+381.0% | $3,264+204.8% | $2,471+302.6% |
| Participant deferral / active EE | $7,728 | $2,939+163.0% | $3,964+94.9% | $3,741+106.6% |
| Admin fee / account holder | $4,954 | $3,978+24.5% | $5,617-11.8% | $5,306-6.6% |