Filed March 18, 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 | $65,046 | $58,311+11.6% | $81,882-20.6% | $80,959-19.7% |
| Participation rate | 73.2% | 63.5%+9.7pp | 72.4%+0.8pp | 67.7%+5.5pp |
| Annual return | 13.43% | 41.85%-28.4pp | 779.47%-766.0pp | 35.67%-22.2pp |
| Employer contribution / active EE | $3,252 | $2,347+38.6% | $2,916+11.5% | $2,757+18.0% |
| Participant deferral / active EE | $4,619 | $3,287+40.5% | $4,323+6.9% | $4,300+7.4% |
| Admin fee / account holder | $3,853 | $4,752-18.9% | $7,360-47.7% | $6,925-44.4% |