Filed October 3, 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 | $93,458 | $126,661-26.2% | $113,397-17.6% | $138,895-32.7% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.5%+23.5pp | 79.9%+20.1pp |
| Annual return | 11.05% | 25.05%-14.0pp | 23.20%-12.1pp | 145.39%-134.3pp |
| Employer contribution / active EE | $8,087 | $3,456+134.0% | $2,977+171.6% | $4,194+92.8% |
| Participant deferral / active EE | $4,691 | $5,693-17.6% | $5,076-7.6% | $6,396-26.7% |
| Admin fee / account holder | $2,688 | $14,549-81.5% | $11,957-77.5% | $12,562-78.6% |