Filed January 30, 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 | $190,914 | $180,459+5.8% | $154,108+23.9% | $135,380+41.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -1.87% | 888.21%-890.1pp | 735.21%-737.1pp | 519.81%-521.7pp |
| Employer contribution / active EE | $1,807 | $6,035-70.1% | $5,298-65.9% | $4,779-62.2% |
| Participant deferral / active EE | $5,691 | $5,806-2.0% | $5,081+12.0% | $5,609+1.5% |
| Admin fee / account holder | $88,109 | $16,145+445.7% | $13,411+557.0% | $10,828+713.7% |