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 | $201,370-19.5% | $184,256-12.1% | $145,897+11.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 17.48% | 29.05%-11.6pp | 28.85%-11.4pp | 552.29%-534.8pp |
| Employer contribution / active EE | $3,158 | $7,024-55.0% | $6,427-50.9% | $4,663-32.3% |
| Participant deferral / active EE | $9,101 | $9,808-7.2% | $9,133-0.4% | $6,689+36.1% |
| Admin fee / account holder | $3,181 | $16,364-80.6% | $13,899-77.1% | $13,390-76.2% |