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 | $132,328 | $108,825+21.6% | $156,181-15.3% | $82,448+60.5% |
| Participation rate | 94.6% | 72.4%+22.2pp | 78.8%+15.8pp | 68.1%+26.5pp |
| Annual return | 15.51% | 20.59%-5.1pp | 64.87%-49.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $4,140 | $2,870+44.3% | $4,294-3.6% | $2,551+62.3% |
| Participant deferral / active EE | $6,318 | $4,577+38.0% | $6,132+3.0% | $4,139+52.6% |
| Admin fee / account holder | $10,993 | $9,341+17.7% | $14,586-24.6% | $7,234+52.0% |