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 | $84,374 | $39,132+115.6% | $57,196+47.5% | $62,881+34.2% |
| Participation rate | 90.0% | 70.5%+19.5pp | 75.3%+14.7pp | 69.3%+20.7pp |
| Annual return | 6.52% | 9.24%-2.7pp | 14.59%-8.1pp | 20.14%-13.6pp |
| Employer contribution / active EE | $5,932 | $1,874+216.5% | $2,683+121.1% | $2,281+160.1% |
| Participant deferral / active EE | $5,684 | $2,374+139.4% | $3,096+83.6% | $3,203+77.5% |
| Admin fee / account holder | $7,777 | $2,594+199.8% | $3,141+147.6% | $4,296+81.0% |