Filed July 5, 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 | $135,545 | $201,370-32.7% | $184,256-26.4% | $145,897-7.1% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 10.52% | 29.05%-18.5pp | 28.85%-18.3pp | 552.29%-541.8pp |
| Employer contribution / active EE | $9,932 | $7,024+41.4% | $6,427+54.5% | $4,663+113.0% |
| Participant deferral / active EE | $11,948 | $9,808+21.8% | $9,133+30.8% | $6,689+78.6% |
| Admin fee / account holder | $26,293 | $16,364+60.7% | $13,899+89.2% | $13,390+96.4% |