Filed July 3, 2018
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 | $228,483 | $72,071+217.0% | $68,368+234.2% | $137,256+66.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 16.78% | 353.14%-336.4pp | 292.57%-275.8pp | 220.34%-203.6pp |
| Employer contribution / active EE | $10,193 | $2,788+265.6% | $2,649+284.8% | $4,156+145.2% |
| Participant deferral / active EE | $11,515 | $4,410+161.1% | $4,123+179.3% | $6,407+79.7% |
| Admin fee / account holder | $7,035 | $5,336+31.9% | $5,150+36.6% | $12,270-42.7% |