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 | $39,535 | $100,911-60.8% | $90,440-56.3% | $158,966-75.1% |
| Participation rate | 70.0% | 75.0%-5.0pp | 72.7%-2.7pp | 82.0%-12.0pp |
| Annual return | 18.40% | 1726.62%-1708.2pp | 1294.38%-1276.0pp | 302.95%-284.6pp |
| Employer contribution / active EE | $828 | $3,690-77.6% | $3,263-74.6% | $4,762-82.6% |
| Participant deferral / active EE | $3,982 | $4,348-8.4% | $3,964+0.5% | $5,983-33.4% |
| Admin fee / account holder | $543 | $6,507-91.7% | $5,615-90.3% | $11,250-95.2% |