Filed January 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 | $115,101 | $101,778+13.1% | $164,975-30.2% | $80,925+42.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 13.16% | 16.73%-3.6pp | 70.12%-57.0pp | 35.65%-22.5pp |
| Employer contribution / active EE | $3,810 | $2,954+29.0% | $4,343-12.3% | $2,756+38.2% |
| Participant deferral / active EE | $5,520 | $4,477+23.3% | $6,033-8.5% | $4,299+28.4% |
| Admin fee / account holder | $5,830 | $8,221-29.1% | $12,688-54.0% | $6,940-16.0% |