Filed July 19, 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 | $78,718 | $81,487-3.4% | $102,412-23.1% | $80,935-2.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 15.11% | 25.60%-10.5pp | 24.94%-9.8pp | 35.66%-20.6pp |
| Employer contribution / active EE | $7,413 | $3,103+138.9% | $3,870+91.6% | $2,757+168.9% |
| Participant deferral / active EE | $6,990 | $3,871+80.6% | $5,060+38.1% | $4,299+62.6% |
| Admin fee / account holder | $2,959 | $6,717-55.9% | $8,388-64.7% | $6,924-57.3% |