Filed January 23, 2018 (most recent of 2 filings on file)
Total covered: 3 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 | $87,390 | $48,078+81.8% | $78,676+11.1% | $62,881+39.0% |
| Participation rate | 97.9% | 65.2%+32.7pp | 73.6%+24.4pp | 69.3%+28.6pp |
| Annual return | 6.49% | 31.36%-24.9pp | 62.19%-55.7pp | 20.14%-13.6pp |
| Employer contribution / active EE | $2,415 | $2,015+19.9% | $2,850-15.3% | $2,281+5.9% |
| Participant deferral / active EE | $7,688 | $2,587+197.1% | $3,517+118.6% | $3,203+140.0% |
| Admin fee / account holder | $15,887 | $3,206+395.5% | $4,510+252.2% | $4,296+269.8% |