Filed April 2, 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 | $114,826 | $52,911+117.0% | $73,309+56.6% | $59,633+92.6% |
| Participation rate | 75.4% | 68.2%+7.2pp | 74.9%+0.5pp | 68.7%+6.7pp |
| Annual return | 0.40% | 12.20%-11.8pp | 5.67%-5.3pp | 2041.45%-2041.1pp |
| Employer contribution / active EE | $2,469 | $1,909+29.4% | $3,237-23.7% | $2,203+12.1% |
| Participant deferral / active EE | $6,739 | $4,069+65.6% | $4,991+35.0% | $3,192+111.1% |
| Admin fee / account holder | $348 | $3,835-90.9% | $5,635-93.8% | $4,297-91.9% |