Filed March 11, 2019 (most recent of 3 filings on file)
Total covered: 4 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 | $117,170 | $48,078+143.7% | $78,676+48.9% | $62,881+86.3% |
| Participation rate | 98.6% | 65.2%+33.4pp | 73.6%+25.0pp | 69.3%+29.3pp |
| Annual return | 9.58% | 31.36%-21.8pp | 62.19%-52.6pp | 20.14%-10.6pp |
| Employer contribution / active EE | $9,031 | $2,015+348.3% | $2,850+216.9% | $2,281+296.0% |
| Participant deferral / active EE | $4,571 | $2,587+76.7% | $3,517+30.0% | $3,203+42.7% |
| Admin fee / account holder | $7,847 | $3,206+144.8% | $4,510+74.0% | $4,296+82.7% |