Filed March 8, 2016
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 | $84,073 | $94,529-11.1% | $140,019-40.0% | $64,173+31.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.13% | 7.77%-12.9pp | 651.17%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $5,311 | $3,812+39.3% | $5,605-5.2% | $2,381+123.1% |
| Participant deferral / active EE | $4,878 | $5,250-7.1% | $6,927-29.6% | $3,470+40.6% |
| Admin fee / account holder | $2,096 | $6,741-68.9% | $10,705-80.4% | $4,887-57.1% |