Filed July 2, 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 | $78,727 | $58,275+35.1% | $81,844-3.8% | $80,935-2.7% |
| Participation rate | 89.7% | 63.5%+26.2pp | 72.4%+17.3pp | 67.7%+22.0pp |
| Annual return | 16.76% | 41.82%-25.1pp | 778.87%-762.1pp | 35.66%-18.9pp |
| Employer contribution / active EE | $6,663 | $2,346+184.0% | $2,916+128.5% | $2,757+141.7% |
| Participant deferral / active EE | $13,012 | $3,285+296.1% | $4,323+201.0% | $4,299+202.7% |
| Admin fee / account holder | $1,684 | $4,749-64.5% | $7,355-77.1% | $6,924-75.7% |