Filed July 13, 2018
Total covered: 4 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 | $94,768 | $149,446-36.6% | $256,809-63.1% | $94,015+0.8% |
| Participation rate | 85.0% | 85.3%-0.3pp | 88.5%-3.5pp | 70.8%+14.2pp |
| Annual return | 16.34% | 17.55%-1.2pp | 32.73%-16.4pp | 17.84%-1.5pp |
| Employer contribution / active EE | $2,395 | $4,596-47.9% | $7,263-67.0% | $2,790-14.2% |
| Participant deferral / active EE | $4,930 | $6,491-24.0% | $9,520-48.2% | $4,249+16.0% |
| Admin fee / account holder | $10,907 | $24,035-54.6% | $25,146-56.6% | $8,951+21.9% |