Filed August 1, 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 | $43,349 | $106,280-59.2% | $96,538-55.1% | $139,487-68.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.37% | 38.48%-19.1pp | 35.74%-16.4pp | 373.84%-354.5pp |
| Employer contribution / active EE | $16,928 | $4,107+312.2% | $3,740+352.6% | $4,755+256.0% |
| Participant deferral / active EE | $7,876 | $5,457+44.3% | $4,880+61.4% | $6,713+17.3% |
| Admin fee / account holder | $2,486 | $7,888-68.5% | $6,737-63.1% | $11,407-78.2% |