Filed December 20, 2017
Total covered: 2 employees
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $254,782 | $90,486+181.6% | $78,676+223.8% | $273,972-7.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 4.78% | 75.62%-70.8pp | 62.19%-57.4pp | 41.46%-36.7pp |
| Employer contribution / active EE | $24,435 | $3,175+669.6% | $2,850+757.4% | $4,869+401.9% |
| Participant deferral / active EE | $7,596 | $3,901+94.7% | $3,517+116.0% | $5,287+43.7% |
| Admin fee / account holder | $3,968 | $5,263-24.6% | $4,510-12.0% | $10,133-60.8% |