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 | $78,145 | $103,008-24.1% | $90,304-13.5% | $152,897-48.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 73.3%+26.7pp | 82.5%+17.5pp |
| Annual return | 21.50% | 95.22%-73.7pp | 78.13%-56.6pp | 345.43%-323.9pp |
| Employer contribution / active EE | $6,478 | $3,139+106.3% | $2,855+126.9% | $4,764+36.0% |
| Participant deferral / active EE | $6,132 | $4,281+43.2% | $3,885+57.8% | $5,851+4.8% |
| Admin fee / account holder | $14,433 | $6,175+133.7% | $5,354+169.6% | $11,599+24.4% |