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 | $123,686 | $49,199+151.4% | $121,210+2.0% | $75,177+64.5% |
| Participation rate | 100.0% | 55.4%+44.6pp | 69.5%+30.5pp | 67.2%+32.8pp |
| Annual return | 16.70% | 56.04%-39.3pp | 987.41%-970.7pp | 160.75%-144.1pp |
| Employer contribution / active EE | $9,302 | $1,547+501.2% | $4,171+123.0% | $2,671+248.3% |
| Participant deferral / active EE | $7,546 | $2,630+186.9% | $4,084+84.8% | $4,126+82.9% |
| Admin fee / account holder | $14,032 | $3,946+255.6% | $5,647+148.5% | $5,651+148.3% |