Filed January 2, 2019
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.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,847 | $202,342-81.8% | $172,753-78.7% | $152,909-75.9% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 24.40% | 1029.88%-1005.5pp | 803.00%-778.6pp | 345.46%-321.1pp |
| Employer contribution / active EE | $7,315 | $5,857+24.9% | $5,144+42.2% | $4,764+53.6% |
| Participant deferral / active EE | $16,789 | $5,948+182.3% | $5,198+223.0% | $5,851+186.9% |
| Admin fee / account holder | $3,281 | $17,112-80.8% | $13,956-76.5% | $11,601-71.7% |