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 | $96,666 | $209,888-53.9% | $189,545-49.0% | $167,553-42.3% |
| Participation rate | 100.0% | 88.7%+11.3pp | 87.8%+12.2pp | 82.1%+17.9pp |
| Annual return | 10.49% | 748.66%-738.2pp | 555.36%-544.9pp | 478.89%-468.4pp |
| Employer contribution / active EE | $7,032 | $6,915+1.7% | $6,162+14.1% | $4,840+45.3% |
| Participant deferral / active EE | $8,773 | $8,934-1.8% | $8,220+6.7% | $6,343+38.3% |
| Admin fee / account holder | $16,629 | $14,300+16.3% | $12,049+38.0% | $12,316+35.0% |