Filed January 16, 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 | $96,493 | $88,672+8.8% | $105,223-8.3% | $82,448+17.0% |
| Participation rate | 98.2% | 67.9%+30.3pp | 75.0%+23.2pp | 68.1%+30.2pp |
| Annual return | 15.43% | 30.86%-15.4pp | 180.65%-165.2pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,898 | $3,048-37.7% | $3,689-48.5% | $2,551-25.6% |
| Participant deferral / active EE | $6,503 | $4,036+61.1% | $5,072+28.2% | $4,139+57.1% |
| Admin fee / account holder | $13,664 | $7,146+91.2% | $8,859+54.2% | $7,234+88.9% |