Filed July 12, 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 | $213,219 | $168,635+26.4% | $147,617+44.4% | $125,389+70.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | 0.79% | 77.65%-76.9pp | 61.98%-61.2pp | 282.24%-281.5pp |
| Employer contribution / active EE | $3,864 | $6,252-38.2% | $5,564-30.6% | $4,866-20.6% |
| Participant deferral / active EE | $3,465 | $5,507-37.1% | $4,895-29.2% | $5,352-35.2% |
| Admin fee / account holder | $2,533 | $13,580-81.3% | $11,612-78.2% | $9,541-73.5% |