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 | $113,934 | $49,255+131.3% | $70,494+61.6% | $79,856+42.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.73% | 30.10%-10.4pp | 109.16%-89.4pp | 31.71%-12.0pp |
| Employer contribution / active EE | $8,333 | $2,100+296.8% | $2,738+204.3% | $2,471+237.2% |
| Participant deferral / active EE | $10,273 | $2,768+271.1% | $3,711+176.9% | $3,741+174.6% |
| Admin fee / account holder | $8,335 | $2,879+189.5% | $3,848+116.6% | $5,306+57.1% |