Filed September 4, 2019
Total covered: 5 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 | $110,484 | $89,259+23.8% | $107,187+3.1% | $82,637+33.7% |
| Participation rate | 95.5% | 67.9%+27.5pp | 75.0%+20.4pp | 68.1%+27.4pp |
| Annual return | 18.45% | 21.02%-2.6pp | 204.55%-186.1pp | 53.51%-35.1pp |
| Employer contribution / active EE | $2,767 | $3,080-10.2% | $3,782-26.8% | $2,552+8.4% |
| Participant deferral / active EE | $9,704 | $4,037+140.4% | $5,096+90.4% | $4,126+135.2% |
| Admin fee / account holder | $1,366 | $7,381-81.5% | $9,162-85.1% | $7,339-81.4% |