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 | $171,005 | $88,702+92.8% | $81,780+109.1% | $145,978+17.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 15.40% | 1029.12%-1013.7pp | 776.27%-760.9pp | 550.52%-535.1pp |
| Employer contribution / active EE | $9,112 | $3,084+195.4% | $2,914+212.7% | $4,662+95.5% |
| Participant deferral / active EE | $9,968 | $4,645+114.6% | $4,321+130.7% | $6,690+49.0% |
| Admin fee / account holder | $3,695 | $8,414-56.1% | $7,384-50.0% | $13,400-72.4% |