Filed April 8, 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 | $153,962 | $72,027+113.8% | $185,861-17.2% | $79,856+92.8% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.33% | 23.13%-6.8pp | 35.96%-19.6pp | 31.71%-15.4pp |
| Employer contribution / active EE | $17,374 | $1,965+784.1% | $4,088+325.0% | $2,471+603.1% |
| Participant deferral / active EE | $8,305 | $3,780+119.7% | $5,634+47.4% | $3,741+122.0% |
| Admin fee / account holder | $3,140 | $4,513-30.4% | $9,503-67.0% | $5,306-40.8% |