Filed November 20, 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 | $205,454 | $106,749+92.5% | $145,433+41.3% | $82,448+149.2% |
| Participation rate | 91.1% | 75.6%+15.5pp | 82.1%+9.0pp | 68.1%+23.1pp |
| Annual return | 72.24% | 27.59%+44.7pp | 66.58%+5.7pp | 41.64%+30.6pp |
| Employer contribution / active EE | $2,688 | $3,444-22.0% | $4,554-41.0% | $2,551+5.4% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $1,370 | $8,390-83.7% | $13,129-89.6% | $7,234-81.1% |