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 | $137,079 | $51,642+165.4% | $129,384+5.9% | $80,935+69.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 14.15% | 20.78%-6.6pp | 9461.77%-9447.6pp | 35.66%-21.5pp |
| Employer contribution / active EE | $3,076 | $1,583+94.3% | $4,153-25.9% | $2,757+11.6% |
| Participant deferral / active EE | $7,528 | $2,670+182.0% | $4,166+80.7% | $4,299+75.1% |
| Admin fee / account holder | $1,105 | $4,312-74.4% | $7,686-85.6% | $6,924-84.0% |