Filed April 15, 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 | $128,087 | $65,041+96.9% | $90,965+40.8% | $79,858+60.4% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 59.28% | 30.45%+28.8pp | 134.57%-75.3pp | 31.72%+27.6pp |
| Employer contribution / active EE | $16,973 | $1,247+1260.9% | $2,122+699.8% | $2,471+586.9% |
| Participant deferral / active EE | $0 | $2,512-100.0% | $3,373-100.0% | $3,740-100.0% |
| Admin fee / account holder | $9,072 | $4,536+100.0% | $5,960+52.2% | $5,306+71.0% |