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 | $13,162 | $45,041-70.8% | $63,003-79.1% | $70,131-81.2% |
| Participation rate | 70.9% | 69.5%+1.4pp | 74.8%-3.9pp | 69.5%+1.4pp |
| Annual return | 22.03% | 18.76%+3.3pp | 87.59%-65.6pp | 73.14%-51.1pp |
| Employer contribution / active EE | $1,328 | $2,052-35.3% | $2,760-51.9% | $2,342-43.3% |
| Participant deferral / active EE | $3,241 | $2,465+31.5% | $3,329-2.6% | $3,332-2.7% |
| Admin fee / account holder | $432 | $2,836-84.8% | $3,600-88.0% | $4,645-90.7% |