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 | $185,830-31.0% | $170,004-24.6% | $139,427-8.1% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 20.76% | 60.52%-39.8pp | 53.39%-32.6pp | 373.27%-352.5pp |
| Employer contribution / active EE | $2,576 | $7,591-66.1% | $6,786-62.0% | $4,752-45.8% |
| Participant deferral / active EE | $6,669 | $11,622-42.6% | $10,408-35.9% | $6,711-0.6% |
| Admin fee / account holder | $3,210 | $15,381-79.1% | $12,816-75.0% | $11,404-71.9% |