Filed April 9, 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 | $55,710 | $48,011+16.0% | $63,803-12.7% | $82,637-32.6% |
| Participation rate | 83.8% | 66.6%+17.3pp | 72.7%+11.1pp | 68.1%+15.8pp |
| Annual return | 15.22% | 19.84%-4.6pp | 543.72%-528.5pp | 53.51%-38.3pp |
| Employer contribution / active EE | $4,198 | $1,904+120.6% | $2,532+65.8% | $2,552+64.5% |
| Participant deferral / active EE | $9,207 | $2,846+223.4% | $3,843+139.6% | $4,126+123.1% |
| Admin fee / account holder | $2,745 | $3,873-29.1% | $5,196-47.2% | $7,339-62.6% |