Filed February 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 | $45,378 | $57,305-20.8% | $86,640-47.6% | $75,173-39.6% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 19.08% | 2674.24%-2655.2pp | 592.52%-573.4pp | 160.72%-141.6pp |
| Employer contribution / active EE | $3,228 | $2,316+39.4% | $3,024+6.7% | $2,671+20.9% |
| Participant deferral / active EE | $7,636 | $3,320+130.0% | $4,438+72.1% | $4,126+85.1% |
| Admin fee / account holder | $1,572 | $4,116-61.8% | $5,616-72.0% | $5,651-72.2% |