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 | $81,457-3.4% | $103,378-23.9% | $80,911-2.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.11% | 25.58%-10.5pp | 24.91%-9.8pp | 35.63%-20.5pp |
| Employer contribution / active EE | $7,413 | $3,107+138.6% | $3,870+91.5% | $2,756+169.0% |
| Participant deferral / active EE | $6,990 | $3,871+80.6% | $5,058+38.2% | $4,297+62.7% |
| Admin fee / account holder | $2,959 | $6,717-55.9% | $8,401-64.8% | $6,935-57.3% |