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 | $214,916 | $110,307+94.8% | $96,576+122.5% | $139,456+54.1% |
| Participation rate | 91.3% | 78.1%+13.2pp | 76.0%+15.3pp | 80.3%+11.0pp |
| Annual return | 28.68% | 26.40%+2.3pp | 25.87%+2.8pp | 373.45%-344.8pp |
| Employer contribution / active EE | $3,322 | $3,619-8.2% | $2,965+12.1% | $4,753-30.1% |
| Participant deferral / active EE | $8,428 | $5,547+51.9% | $4,851+73.7% | $6,711+25.6% |
| Admin fee / account holder | $41,917 | $11,597+261.4% | $8,253+407.9% | $11,407+267.5% |