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 | $88,639 | $45,041+96.8% | $63,003+40.7% | $70,131+26.4% |
| Participation rate | 91.7% | 69.5%+22.1pp | 74.8%+16.9pp | 69.5%+22.1pp |
| Annual return | 16.57% | 18.76%-2.2pp | 87.59%-71.0pp | 73.14%-56.6pp |
| Employer contribution / active EE | $6,617 | $2,052+222.5% | $2,760+139.7% | $2,342+182.5% |
| Participant deferral / active EE | $6,760 | $2,465+174.2% | $3,329+103.1% | $3,332+102.9% |
| Admin fee / account holder | $4,241 | $2,836+49.6% | $3,600+17.8% | $4,645-8.7% |