Filed November 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 | $71,338 | $85,766-16.8% | $136,298-47.7% | $70,126+1.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 17.22% | 31.46%-14.2pp | 5156.27%-5139.0pp | 73.15%-55.9pp |
| Employer contribution / active EE | $2,108 | $2,966-28.9% | $4,696-55.1% | $2,343-10.0% |
| Participant deferral / active EE | $4,431 | $5,051-12.3% | $6,247-29.1% | $3,332+33.0% |
| Admin fee / account holder | $3,450 | $5,421-36.4% | $9,244-62.7% | $4,645-25.7% |