Filed July 19, 2018
Total covered: 6 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 | $230,206 | $86,938+164.8% | $102,423+124.8% | $80,925+184.5% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.7%+16.3pp |
| Annual return | 20.66% | 18.89%+1.8pp | 29.42%-8.8pp | 35.65%-15.0pp |
| Employer contribution / active EE | $3,397 | $2,369+43.4% | $3,023+12.4% | $2,756+23.2% |
| Participant deferral / active EE | $7,718 | $4,120+87.3% | $5,054+52.7% | $4,299+79.5% |
| Admin fee / account holder | $50,601 | $8,053+528.4% | $9,455+435.2% | $6,940+629.1% |