Filed May 21, 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 | $249,027 | $102,638+142.6% | $81,991+203.7% | $158,966+56.7% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.3%+30.7pp | 82.0%+18.0pp |
| Annual return | 14.34% | 61.05%-46.7pp | 41.31%-27.0pp | 302.95%-288.6pp |
| Employer contribution / active EE | $13,011 | $3,241+301.5% | $2,498+420.8% | $4,762+173.2% |
| Participant deferral / active EE | $0 | $4,649-100.0% | $3,722-100.0% | $5,983-100.0% |
| Admin fee / account holder | $5,188 | $8,237-37.0% | $5,665-8.4% | $11,250-53.9% |