Filed September 4, 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 | $51,641 | $48,118+7.3% | $136,833-62.3% | $94,015-45.1% |
| Participation rate | 96.7% | 47.4%+49.3pp | 59.0%+37.6pp | 70.8%+25.8pp |
| Annual return | 13.02% | 14.65%-1.6pp | 35.32%-22.3pp | 17.84%-4.8pp |
| Employer contribution / active EE | $3,447 | $821+320.0% | $1,319+161.4% | $2,790+23.6% |
| Participant deferral / active EE | $2,116 | $1,651+28.1% | $2,441-13.3% | $4,249-50.2% |
| Admin fee / account holder | $2,615 | $3,059-14.5% | $4,706-44.4% | $8,951-70.8% |