Filed January 14, 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 | $126,356 | $47,479+166.1% | $62,929+100.8% | $82,448+53.3% |
| Participation rate | 100.0% | 66.9%+33.1pp | 73.1%+26.9pp | 68.1%+31.9pp |
| Annual return | 14.50% | 20.34%-5.8pp | 1063.93%-1049.4pp | 41.64%-27.1pp |
| Employer contribution / active EE | $9,007 | $1,885+377.7% | $2,505+259.6% | $2,551+253.1% |
| Participant deferral / active EE | $6,595 | $2,870+129.8% | $3,888+69.6% | $4,139+59.3% |
| Admin fee / account holder | $8,733 | $3,804+129.6% | $5,065+72.4% | $7,234+20.7% |