Filed October 11, 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 | $103,625 | $65,704+57.7% | $94,229+10.0% | $59,633+73.8% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | 1.16% | 5.22%-4.1pp | 10.68%-9.5pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $10,894 | $2,021+439.1% | $3,587+203.7% | $2,203+394.6% |
| Participant deferral / active EE | $2,526 | $3,143-19.6% | $4,320-41.5% | $3,192-20.9% |
| Admin fee / account holder | $1,981 | $4,265-53.6% | $6,269-68.4% | $4,297-53.9% |