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 | $123,044 | $93,617+31.4% | $135,982-9.5% | $75,177+63.7% |
| Participation rate | 93.5% | 75.2%+18.3pp | 81.9%+11.6pp | 67.2%+26.3pp |
| Annual return | 26.97% | 30.89%-3.9pp | 68.32%-41.4pp | 160.75%-133.8pp |
| Employer contribution / active EE | $3,226 | $3,538-8.8% | $4,859-33.6% | $2,671+20.8% |
| Participant deferral / active EE | $9,446 | $6,406+47.5% | $7,760+21.7% | $4,126+128.9% |
| Admin fee / account holder | $3,507 | $6,980-49.8% | $10,767-67.4% | $5,651-37.9% |