Filed October 28, 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 | $142,022 | $48,327+193.9% | $67,575+110.2% | $80,935+75.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.98% | 18.31%-3.3pp | 3528.98%-3514.0pp | 35.66%-20.7pp |
| Employer contribution / active EE | $8,865 | $2,022+338.4% | $2,736+224.1% | $2,757+221.6% |
| Participant deferral / active EE | $11,061 | $2,927+277.9% | $4,003+176.3% | $4,299+157.3% |
| Admin fee / account holder | $11,404 | $3,692+208.9% | $3,993+185.6% | $6,924+64.7% |