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 | $49,239+131.4% | $70,462+61.7% | $79,858+42.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 19.73% | 30.08%-10.3pp | 109.08%-89.3pp | 31.72%-12.0pp |
| Employer contribution / active EE | $8,333 | $2,100+296.8% | $2,737+204.4% | $2,471+237.2% |
| Participant deferral / active EE | $10,273 | $2,769+271.0% | $3,710+176.9% | $3,740+174.7% |
| Admin fee / account holder | $8,335 | $2,876+189.8% | $3,845+116.8% | $5,306+57.1% |