Filed January 17, 2019
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 | $136,213 | $53,063+156.7% | $124,206+9.7% | $82,637+64.8% |
| Participation rate | 100.0% | 58.4%+41.6pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 13.83% | 68.87%-55.0pp | 515.27%-501.4pp | 53.51%-39.7pp |
| Employer contribution / active EE | $9,592 | $1,530+526.8% | $3,540+171.0% | $2,552+275.9% |
| Participant deferral / active EE | $7,168 | $2,644+171.1% | $3,968+80.7% | $4,126+73.7% |
| Admin fee / account holder | $21,930 | $4,281+412.3% | $5,929+269.9% | $7,339+198.8% |