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 | $142,022 | $48,284+194.1% | $67,524+110.3% | $80,911+75.5% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 14.98% | 18.27%-3.3pp | 3519.41%-3504.4pp | 35.63%-20.6pp |
| Employer contribution / active EE | $8,865 | $2,021+338.5% | $2,734+224.3% | $2,756+221.7% |
| Participant deferral / active EE | $11,061 | $2,927+278.0% | $4,001+176.4% | $4,297+157.4% |
| Admin fee / account holder | $11,404 | $3,688+209.2% | $4,001+185.0% | $6,935+64.4% |