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 | $86,919+164.9% | $102,457+124.7% | $80,911+184.5% |
| Participation rate | 84.0% | 72.4%+11.6pp | 76.5%+7.5pp | 67.6%+16.4pp |
| Annual return | 20.66% | 18.90%+1.8pp | 29.41%-8.7pp | 35.63%-15.0pp |
| Employer contribution / active EE | $3,397 | $2,368+43.4% | $3,022+12.4% | $2,756+23.3% |
| Participant deferral / active EE | $7,718 | $4,119+87.4% | $5,054+52.7% | $4,297+79.6% |
| Admin fee / account holder | $50,601 | $8,049+528.7% | $9,451+435.4% | $6,935+629.7% |