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 | $226,783 | $202,342+12.1% | $172,753+31.3% | $152,909+48.3% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 21.42% | 1029.88%-1008.5pp | 803.00%-781.6pp | 345.46%-324.0pp |
| Employer contribution / active EE | $2,356 | $5,857-59.8% | $5,144-54.2% | $4,764-50.5% |
| Participant deferral / active EE | $5,492 | $5,948-7.7% | $5,198+5.7% | $5,851-6.1% |
| Admin fee / account holder | $406 | $17,112-97.6% | $13,956-97.1% | $11,601-96.5% |