Filed July 5, 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 | $26,055 | $80,812-67.8% | $160,784-83.8% | $82,448-68.4% |
| Participation rate | 91.5% | 66.2%+25.3pp | 77.0%+14.5pp | 68.1%+23.4pp |
| Annual return | 20.87% | 100.59%-79.7pp | 1803.92%-1783.0pp | 41.64%-20.8pp |
| Employer contribution / active EE | $3,057 | $2,174+40.6% | $3,733-18.1% | $2,551+19.8% |
| Participant deferral / active EE | $2,132 | $4,335-50.8% | $6,293-66.1% | $4,139-48.5% |
| Admin fee / account holder | $995 | $7,695-87.1% | $9,717-89.8% | $7,234-86.3% |