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 | $117,516 | $105,210+11.7% | $159,487-26.3% | $85,851+36.9% |
| Participation rate | 98.1% | 75.8%+22.3pp | 82.8%+15.3pp | 69.3%+28.8pp |
| Annual return | 13.61% | 45.08%-31.5pp | 263.71%-250.1pp | 318.63%-305.0pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $8,702 | $5,946+46.3% | $7,354+18.3% | $3,952+120.2% |
| Admin fee / account holder | $1,137 | $6,934-83.6% | $10,804-89.5% | $6,261-81.8% |