Filed June 17, 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 | $85,510 | $87,834-2.6% | $133,975-36.2% | $62,881+36.0% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 18.00% | 12.05%+6.0pp | 29.29%-11.3pp | 20.14%-2.1pp |
| Employer contribution / active EE | $5,592 | $3,482+60.6% | $5,211+7.3% | $2,281+145.2% |
| Participant deferral / active EE | $0 | $4,812-100.0% | $6,282-100.0% | $3,203-100.0% |
| Admin fee / account holder | $5,574 | $5,372+3.7% | $9,324-40.2% | $4,296+29.7% |