Filed December 14, 2015
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,134 | $49,239+206.9% | $70,462+114.5% | $79,858+89.3% |
| Participation rate | 90.9% | 69.2%+21.7pp | 75.1%+15.8pp | 69.6%+21.3pp |
| Annual return | 13.32% | 30.08%-16.8pp | 109.08%-95.8pp | 31.72%-18.4pp |
| Employer contribution / active EE | $8,597 | $2,100+309.4% | $2,737+214.1% | $2,471+247.9% |
| Participant deferral / active EE | $0 | $2,769-100.0% | $3,710-100.0% | $3,740-100.0% |
| Admin fee / account holder | $5,164 | $2,876+79.5% | $3,845+34.3% | $5,306-2.7% |