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 | $263,031 | $58,275+351.4% | $81,844+221.4% | $80,935+225.0% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.4%+27.6pp | 67.7%+32.3pp |
| Annual return | 13.28% | 41.82%-28.5pp | 778.87%-765.6pp | 35.66%-22.4pp |
| Employer contribution / active EE | $11,869 | $2,346+405.9% | $2,916+307.0% | $2,757+330.5% |
| Participant deferral / active EE | $12,111 | $3,285+268.6% | $4,323+180.1% | $4,299+181.7% |
| Admin fee / account holder | $11,255 | $4,749+137.0% | $7,355+53.0% | $6,924+62.5% |