Filed January 7, 2019
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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 | $100,398 | $98,760+1.7% | $149,710-32.9% | $79,860+25.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 13.94% | 27.43%-13.5pp | 276.63%-262.7pp | 31.72%-17.8pp |
| Employer contribution / active EE | $13,444 | $3,217+317.9% | $4,645+189.5% | $2,471+444.1% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $10,712 | $6,053+77.0% | $9,309+15.1% | $5,306+101.9% |