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 | $51,184+8.8% | $66,439-16.1% | $86,983-36.0% |
| Participation rate | 83.8% | 68.5%+15.3pp | 74.5%+9.3pp | 69.5%+14.3pp |
| Annual return | 15.22% | 17.07%-1.9pp | 757.66%-742.4pp | 25.83%-10.6pp |
| Employer contribution / active EE | $4,198 | $2,023+107.6% | $2,637+59.2% | $2,584+62.4% |
| Participant deferral / active EE | $9,207 | $2,927+214.5% | $3,876+137.5% | $4,194+119.5% |
| Admin fee / account holder | $2,745 | $4,154-33.9% | $6,173-55.5% | $7,856-65.1% |