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 | $105,641 | $48,570+117.5% | $130,660-19.1% | $72,976+44.8% |
| Participation rate | 100.0% | 58.6%+41.4pp | 71.7%+28.3pp | 69.5%+30.5pp |
| Annual return | 24.61% | 38.63%-14.0pp | 1709.29%-1684.7pp | 81.02%-56.4pp |
| Employer contribution / active EE | $8,289 | $1,334+521.3% | $4,092+102.6% | $2,440+239.7% |
| Participant deferral / active EE | $6,171 | $2,384+158.9% | $3,603+71.3% | $3,608+71.0% |
| Admin fee / account holder | $5,437 | $3,549+53.2% | $5,463-0.5% | $5,124+6.1% |