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 | $76,418 | $167,533-54.4% | $151,645-49.6% | $134,545-43.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -16.44% | 7.81%-24.3pp | 3.34%-19.8pp | 418.37%-434.8pp |
| Employer contribution / active EE | $7,721 | $6,828+13.1% | $6,165+25.2% | $4,742+62.8% |
| Participant deferral / active EE | $9,660 | $8,985+7.5% | $8,363+15.5% | $6,401+50.9% |
| Admin fee / account holder | $476 | $13,781-96.5% | $11,614-95.9% | $11,431-95.8% |