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 | $84,877 | $40,275+110.7% | $57,356+48.0% | $59,633+42.3% |
| Participation rate | 86.8% | 69.1%+17.7pp | 75.1%+11.8pp | 68.7%+18.2pp |
| Annual return | 1.16% | 27.52%-26.4pp | 24.41%-23.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $7,295 | $1,921+279.7% | $2,689+171.3% | $2,203+231.2% |
| Participant deferral / active EE | $7,319 | $2,400+205.0% | $3,162+131.5% | $3,192+129.3% |
| Admin fee / account holder | $4,674 | $2,820+65.7% | $3,357+39.2% | $4,297+8.8% |