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 | $106,822 | $42,917+148.9% | $60,899+75.4% | $68,495+56.0% |
| Participation rate | 98.6% | 66.8%+31.9pp | 73.1%+25.5pp | 67.9%+30.7pp |
| Annual return | -14.67% | -13.99%-0.7pp | 16.92%-31.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $8,076 | $1,979+308.2% | $2,702+198.9% | $2,596+211.1% |
| Participant deferral / active EE | $10,681 | $2,867+272.6% | $3,817+179.8% | $4,028+165.2% |
| Admin fee / account holder | $10,265 | $3,102+230.9% | $3,225+218.3% | $5,403+90.0% |