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 | $133,432 | $137,414-2.9% | $189,520-29.6% | $85,856+55.4% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 19.52% | 38.14%-18.6pp | 555.25%-535.7pp | 318.58%-299.1pp |
| Employer contribution / active EE | $5,084 | $4,344+17.0% | $6,161-17.5% | $2,565+98.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,071 | $8,630-76.0% | $12,046-82.8% | $6,261-66.9% |