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 | $59,550 | $90,509-34.2% | $78,693-24.3% | $273,968-78.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 10.83% | 75.61%-64.8pp | 62.18%-51.4pp | 41.45%-30.6pp |
| Employer contribution / active EE | $4,101 | $3,175+29.2% | $2,850+43.9% | $4,869-15.8% |
| Participant deferral / active EE | $4,229 | $3,901+8.4% | $3,517+20.2% | $5,287-20.0% |
| Admin fee / account holder | $20,442 | $5,264+288.4% | $4,511+353.2% | $10,132+101.8% |