Filed April 3, 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 | $59,848 | $52,911+13.1% | $73,309-18.4% | $59,633+0.4% |
| Participation rate | 87.0% | 68.2%+18.7pp | 74.9%+12.0pp | 68.7%+18.3pp |
| Annual return | 9.33% | 12.20%-2.9pp | 5.67%+3.7pp | 2041.40%-2032.1pp |
| Employer contribution / active EE | $3,404 | $1,909+78.3% | $3,237+5.2% | $2,203+54.5% |
| Participant deferral / active EE | $7,992 | $4,069+96.4% | $4,991+60.1% | $3,192+150.4% |
| Admin fee / account holder | $5,767 | $3,835+50.4% | $5,635+2.3% | $4,297+34.2% |