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 | $128,199 | $185,905-31.0% | $170,057-24.6% | $139,487-8.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.76% | 60.56%-39.8pp | 53.42%-32.7pp | 373.84%-353.1pp |
| Employer contribution / active EE | $2,576 | $7,597-66.1% | $6,790-62.1% | $4,755-45.8% |
| Participant deferral / active EE | $6,669 | $11,627-42.6% | $10,411-35.9% | $6,713-0.6% |
| Admin fee / account holder | $3,210 | $15,397-79.2% | $12,826-75.0% | $11,407-71.9% |