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 | $76,579 | $99,011-22.7% | $86,582-11.6% | $147,586-48.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 17.00% | 1312.75%-1295.8pp | 965.08%-948.1pp | 578.59%-561.6pp |
| Employer contribution / active EE | $6,112 | $3,132+95.1% | $2,839+115.3% | $4,876+25.3% |
| Participant deferral / active EE | $6,073 | $3,972+52.9% | $3,609+68.3% | $5,439+11.7% |
| Admin fee / account holder | $7,467 | $5,709+30.8% | $4,904+52.2% | $10,886-31.4% |