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 | $237,679 | $65,440+263.2% | $98,506+141.3% | $85,851+176.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 13.40% | 21.75%-8.4pp | 1494.92%-1481.5pp | 318.63%-305.2pp |
| Employer contribution / active EE | $9,475 | $2,169+336.8% | $2,961+220.0% | $2,565+269.3% |
| Participant deferral / active EE | $7,541 | $3,168+138.0% | $4,277+76.3% | $3,952+90.8% |
| Admin fee / account holder | $3,465 | $4,596-24.6% | $5,955-41.8% | $6,261-44.6% |