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 | $46,556 | $209,422-77.8% | $178,503-73.9% | $158,982-70.7% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | 15.06% | 188.81%-173.7pp | 151.12%-136.1pp | 302.99%-287.9pp |
| Employer contribution / active EE | $5,501 | $5,707-3.6% | $5,011+9.8% | $4,763+15.5% |
| Participant deferral / active EE | $12,082 | $5,955+102.9% | $5,202+132.2% | $5,983+101.9% |
| Admin fee / account holder | $7,393 | $17,079-56.7% | $13,987-47.1% | $11,252-34.3% |