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 | $72,377 | $184,000-60.7% | $162,185-55.4% | $152,909-52.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 18.61% | 150.80%-132.2pp | 115.61%-97.0pp | 345.46%-326.9pp |
| Employer contribution / active EE | $9,619 | $6,370+51.0% | $5,613+71.4% | $4,764+101.9% |
| Participant deferral / active EE | $8,003 | $8,033-0.4% | $7,297+9.7% | $5,851+36.8% |
| Admin fee / account holder | $6,142 | $13,124-53.2% | $10,844-43.4% | $11,601-47.1% |