Filed July 19, 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 | $30,378 | $58,311-47.9% | $81,882-62.9% | $80,959-62.5% |
| Participation rate | 70.4% | 63.5%+6.9pp | 72.4%-2.0pp | 67.7%+2.7pp |
| Annual return | 14.02% | 41.85%-27.8pp | 779.47%-765.5pp | 35.67%-21.6pp |
| Employer contribution / active EE | $1,497 | $2,347-36.2% | $2,916-48.7% | $2,757-45.7% |
| Participant deferral / active EE | $4,736 | $3,287+44.1% | $4,323+9.6% | $4,300+10.1% |
| Admin fee / account holder | $5,669 | $4,752+19.3% | $7,360-23.0% | $6,925-18.1% |