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 | $77,216 | $43,344+78.1% | $59,899+28.9% | $64,173+20.3% |
| Participation rate | 96.6% | 69.2%+27.4pp | 74.7%+21.9pp | 69.6%+27.0pp |
| Annual return | -4.78% | -1.55%-3.2pp | 3.46%-8.2pp | 7.63%-12.4pp |
| Employer contribution / active EE | $7,309 | $2,030+260.1% | $2,723+168.4% | $2,381+207.0% |
| Participant deferral / active EE | $7,183 | $2,547+182.0% | $3,402+111.1% | $3,470+107.0% |
| Admin fee / account holder | $7,153 | $3,008+137.8% | $3,592+99.1% | $4,887+46.4% |