Filed February 22, 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 | $73,109 | $58,275+25.5% | $81,844-10.7% | $80,935-9.7% |
| Participation rate | 83.3% | 63.5%+19.9pp | 72.4%+11.0pp | 67.7%+15.7pp |
| Annual return | 19.90% | 41.82%-21.9pp | 778.87%-759.0pp | 35.66%-15.8pp |
| Employer contribution / active EE | $1,980 | $2,346-15.6% | $2,916-32.1% | $2,757-28.2% |
| Participant deferral / active EE | $5,753 | $3,285+75.1% | $4,323+33.1% | $4,299+33.8% |
| Admin fee / account holder | $1,419 | $4,749-70.1% | $7,355-80.7% | $6,924-79.5% |