Filed December 12, 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 | $152,513 | $84,414+80.7% | $165,100-7.6% | - |
| Participation rate | 88.9% | 69.4%+19.5pp | 78.6%+10.3pp | - |
| Annual return | 16.72% | 13.94%+2.8pp | 70.21%-53.5pp | - |
| Employer contribution / active EE | $6,392 | $2,400+166.3% | $4,348+47.0% | - |
| Participant deferral / active EE | $14,722 | $4,277+244.2% | $6,035+143.9% | - |
| Admin fee / account holder | $2,607 | $4,429-41.1% | $12,696-79.5% | - |