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 | $58,258+11.7% | $81,820-20.5% | $80,925-19.6% |
| Participation rate | 73.2% | 63.5%+9.7pp | 72.4%+0.8pp | 67.7%+5.5pp |
| Annual return | 13.43% | 41.76%-28.3pp | 777.93%-764.5pp | 35.65%-22.2pp |
| Employer contribution / active EE | $3,252 | $2,345+38.7% | $2,915+11.6% | $2,756+18.0% |
| Participant deferral / active EE | $4,619 | $3,284+40.7% | $4,323+6.9% | $4,299+7.5% |
| Admin fee / account holder | $3,853 | $4,976-22.6% | $7,391-47.9% | $6,940-44.5% |