Filed September 24, 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 | $20,731 | $73,546-71.8% | $63,018-67.1% | $147,586-86.0% |
| Participation rate | 70.0% | 77.9%-7.9pp | 74.8%-4.8pp | 82.8%-12.8pp |
| Annual return | 696.74% | 175.56%+521.2pp | 87.62%+609.1pp | 578.59%+118.1pp |
| Employer contribution / active EE | $5,764 | $3,324+73.4% | $2,761+108.8% | $4,876+18.2% |
| Participant deferral / active EE | $3,770 | $4,185-9.9% | $3,330+13.2% | $5,439-30.7% |
| Admin fee / account holder | $451 | $5,956-92.4% | $3,601-87.5% | $10,886-95.9% |