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 | $111,629 | $53,774+107.6% | $134,162-16.8% | $79,856+39.8% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 13.03% | 19.01%-6.0pp | 36.35%-23.3pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,607 | $1,322+97.2% | $3,705-29.6% | $2,471+5.5% |
| Participant deferral / active EE | $6,200 | $2,420+156.2% | $3,500+77.2% | $3,741+65.8% |
| Admin fee / account holder | $13,475 | $3,985+238.1% | $6,685+101.6% | $5,306+153.9% |