Filed June 7, 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 | $34,795 | $81,947-57.5% | $105,387-67.0% | $72,976-52.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 82.6%+17.4pp | 69.5%+30.5pp |
| Annual return | 33.52% | 42.90%-9.4pp | 26.82%+6.7pp | 81.02%-47.5pp |
| Employer contribution / active EE | $5,552 | $3,468+60.1% | $4,213+31.8% | $2,440+127.5% |
| Participant deferral / active EE | $10,273 | $4,494+128.6% | $5,502+86.7% | $3,608+184.7% |
| Admin fee / account holder | $934 | $6,258-85.1% | $6,559-85.8% | $5,124-81.8% |