Filed July 29, 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 | $243,745 | $157,276+55.0% | $141,177+72.7% | $152,885+59.4% |
| Participation rate | 87.5% | 84.8%+2.7pp | 82.5%+5.0pp | 82.5%+5.0pp |
| Annual return | 16.90% | 64.33%-47.4pp | 71.40%-54.5pp | 345.39%-328.5pp |
| Employer contribution / active EE | $5,565 | $5,262+5.8% | $4,736+17.5% | $4,763+16.8% |
| Participant deferral / active EE | $17,867 | $7,110+151.3% | $6,710+166.3% | $5,851+205.4% |
| Admin fee / account holder | $197,254 | $12,123+1527.1% | $10,263+1822.0% | $11,598+1600.7% |