Filed December 22, 2017
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 | $240,515 | $150,447+59.9% | $136,298+76.5% | $147,586+63.0% |
| Participation rate | 82.6% | 84.4%-1.8pp | 81.9%+0.7pp | 82.8%-0.2pp |
| Annual return | 13.62% | 1049.15%-1035.5pp | 5156.27%-5142.6pp | 578.59%-565.0pp |
| Employer contribution / active EE | $1,880 | $5,256-64.2% | $4,696-60.0% | $4,876-61.5% |
| Participant deferral / active EE | $9,753 | $6,631+47.1% | $6,247+56.1% | $5,439+79.3% |
| Admin fee / account holder | $10,921 | $10,906+0.1% | $9,244+18.1% | $10,886+0.3% |