Filed January 4, 2017
Total covered: 3 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 | $162,029 | $201,259-19.5% | $184,200-12.0% | $145,959+11.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.48% | 28.98%-11.5pp | 28.80%-11.3pp | 561.95%-544.5pp |
| Employer contribution / active EE | $3,158 | $7,018-55.0% | $6,424-50.8% | $4,661-32.3% |
| Participant deferral / active EE | $9,101 | $9,806-7.2% | $9,132-0.3% | $6,689+36.1% |
| Admin fee / account holder | $3,181 | $16,372-80.6% | $13,907-77.1% | $13,398-76.3% |