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 | $31,504 | $81,696-61.4% | $70,494-55.3% | $158,982-80.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 17.65% | 208.70%-191.1pp | 109.16%-91.5pp | 302.99%-285.3pp |
| Employer contribution / active EE | $6,714 | $3,220+108.5% | $2,738+145.2% | $4,763+41.0% |
| Participant deferral / active EE | $7,225 | $4,558+58.5% | $3,711+94.7% | $5,983+20.7% |
| Admin fee / account holder | $332 | $6,200-94.6% | $3,848-91.4% | $11,252-97.0% |