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 | $130,110 | $69,012+88.5% | $160,009-18.7% | $68,486+90.0% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 67.9%+32.1pp |
| Annual return | -10.61% | -9.65%-1.0pp | 408.85%-419.5pp | -7.85%-2.8pp |
| Employer contribution / active EE | $22,445 | $2,212+914.5% | $4,225+431.2% | $2,597+764.4% |
| Participant deferral / active EE | $6,078 | $4,212+44.3% | $6,183-1.7% | $4,028+50.9% |
| Admin fee / account holder | $49,414 | $4,798+929.8% | $8,715+467.0% | $5,404+814.4% |