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 | $48,314+194.0% | $67,561+110.2% | $80,925+75.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 14.98% | 18.28%-3.3pp | 3525.44%-3510.5pp | 35.65%-20.7pp |
| Employer contribution / active EE | $8,865 | $2,022+338.5% | $2,735+224.2% | $2,756+221.6% |
| Participant deferral / active EE | $11,061 | $2,927+278.0% | $4,003+176.3% | $4,299+157.3% |
| Admin fee / account holder | $11,404 | $3,690+209.1% | $4,006+184.7% | $6,940+64.3% |