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 | $94,559 | $45,087+109.7% | $69,483+36.1% | $72,976+29.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 15.30% | 22.67%-7.4pp | 28.99%-13.7pp | 81.02%-65.7pp |
| Employer contribution / active EE | $4,057 | $2,055+97.4% | $2,780+46.0% | $2,440+66.3% |
| Participant deferral / active EE | $4,830 | $2,603+85.5% | $3,537+36.6% | $3,608+33.9% |
| Admin fee / account holder | $3,897 | $3,057+27.5% | $3,841+1.5% | $5,124-24.0% |