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 | $83,220 | $103,966-20.0% | $112,899-26.3% | $75,173+10.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 16.73% | 24.54%-7.8pp | 34.11%-17.4pp | 160.72%-144.0pp |
| Employer contribution / active EE | $10,187 | $3,870+163.2% | $4,566+123.1% | $2,671+281.4% |
| Participant deferral / active EE | $8,774 | $5,456+60.8% | $6,516+34.7% | $4,126+112.6% |
| Admin fee / account holder | $12,122 | $7,663+58.2% | $7,047+72.0% | $5,651+114.5% |