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 | $79,439 | $40,275+97.2% | $57,356+38.5% | $59,633+33.2% |
| Participation rate | 100.0% | 69.1%+30.9pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 1.17% | 27.52%-26.4pp | 24.41%-23.2pp | 2041.45%-2040.3pp |
| Employer contribution / active EE | $3,380 | $1,921+75.9% | $2,689+25.7% | $2,203+53.4% |
| Participant deferral / active EE | $3,817 | $2,400+59.0% | $3,162+20.7% | $3,192+19.6% |
| Admin fee / account holder | $5,488 | $2,820+94.6% | $3,357+63.5% | $4,297+27.7% |