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 | $70,366+224.7% | $66,674+242.7% | $138,895+64.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.7%+26.3pp | 79.9%+20.1pp |
| Annual return | 16.78% | 386.41%-369.6pp | 321.24%-304.5pp | 145.39%-128.6pp |
| Employer contribution / active EE | $10,193 | $2,765+268.6% | $2,620+289.0% | $4,194+143.0% |
| Participant deferral / active EE | $11,515 | $4,374+163.3% | $4,084+181.9% | $6,396+80.0% |
| Admin fee / account holder | $7,035 | $5,262+33.7% | $5,098+38.0% | $12,562-44.0% |