Filed August 13, 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 | $92,358 | $112,112-17.6% | $95,956-3.7% | $158,950-41.9% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 27.59% | 171.15%-143.6pp | 91.63%-64.0pp | 302.91%-275.3pp |
| Employer contribution / active EE | $2,283 | $3,199-28.6% | $2,541-10.2% | $4,762-52.1% |
| Participant deferral / active EE | $4,445 | $4,784-7.1% | $4,167+6.7% | $5,983-25.7% |
| Admin fee / account holder | $7,722 | $10,134-23.8% | $6,797+13.6% | $11,248-31.4% |