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 | $65,615 | $160,059-59.0% | $140,019-53.1% | $135,380-51.5% |
| Participation rate | 85.7% | 88.5%-2.8pp | 87.5%-1.8pp | 82.6%+3.1pp |
| Annual return | -5.31% | 911.48%-916.8pp | 651.17%-656.5pp | 519.81%-525.1pp |
| Employer contribution / active EE | $4,929 | $6,420-23.2% | $5,605-12.1% | $4,779+3.1% |
| Participant deferral / active EE | $7,341 | $7,641-3.9% | $6,927+6.0% | $5,609+30.9% |
| Admin fee / account holder | $11,286 | $13,328-15.3% | $10,705+5.4% | $10,828+4.2% |