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 | $125,652 | $39,132+221.1% | $57,196+119.7% | $62,881+99.8% |
| Participation rate | 96.3% | 70.5%+25.8pp | 75.3%+21.0pp | 69.3%+27.0pp |
| Annual return | 8.09% | 9.24%-1.2pp | 14.59%-6.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $3,820 | $1,874+103.8% | $2,683+42.4% | $2,281+67.5% |
| Participant deferral / active EE | $4,262 | $2,374+79.5% | $3,096+37.7% | $3,203+33.1% |
| Admin fee / account holder | $16,641 | $2,594+541.5% | $3,141+429.9% | $4,296+287.4% |