Filed January 5, 2018 (most recent of 2 filings on file)
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $373,759 | $104,664+257.1% | $85,693+336.2% | $167,518+123.1% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.30% | 21.45%-8.1pp | 21.49%-8.2pp | 478.71%-465.4pp |
| Employer contribution / active EE | $14,615 | $3,337+338.0% | $2,618+458.2% | $4,838+202.1% |
| Participant deferral / active EE | $13,556 | $4,824+181.0% | $3,923+245.6% | $6,342+113.8% |
| Admin fee / account holder | $9,131 | $10,032-9.0% | $6,874+32.8% | $12,312-25.8% |