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 | $42,909+149.0% | $60,906+75.4% | $68,486+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 | 16.94%-31.6pp | -7.85%-6.8pp |
| Employer contribution / active EE | $8,076 | $1,979+308.2% | $2,703+198.8% | $2,597+211.0% |
| Participant deferral / active EE | $10,681 | $2,866+272.6% | $3,814+180.1% | $4,028+165.2% |
| Admin fee / account holder | $10,265 | $3,104+230.7% | $3,227+218.1% | $5,404+90.0% |