Filed May 6, 2019
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,542 | $48,314+81.2% | $67,561+29.6% | $80,925+8.2% |
| Participation rate | 96.7% | 66.4%+30.3pp | 72.9%+23.8pp | 67.7%+29.1pp |
| Annual return | 11.55% | 18.28%-6.7pp | 3525.44%-3513.9pp | 35.65%-24.1pp |
| Employer contribution / active EE | $5,031 | $2,022+148.8% | $2,735+83.9% | $2,756+82.5% |
| Participant deferral / active EE | $7,430 | $2,927+153.9% | $4,003+85.6% | $4,299+72.8% |
| Admin fee / account holder | $6,481 | $3,690+75.7% | $4,006+61.8% | $6,940-6.6% |