Filed June 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 | $78,005 | $99,031-21.2% | $86,597-9.9% | $147,585-47.1% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 14.33% | 1312.56%-1298.2pp | 964.96%-950.6pp | 578.57%-564.2pp |
| Employer contribution / active EE | $9,256 | $3,132+195.5% | $2,840+226.0% | $4,876+89.8% |
| Participant deferral / active EE | $5,200 | $3,972+30.9% | $3,609+44.1% | $5,439-4.4% |
| Admin fee / account holder | $529 | $5,711-90.7% | $4,906-89.2% | $10,885-95.1% |