Filed May 8, 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 | $129,109 | $97,078+33.0% | $103,065+25.3% | $145,897-11.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 15.48% | 25.49%-10.0pp | 23.95%-8.5pp | 552.29%-536.8pp |
| Employer contribution / active EE | $15,257 | $4,680+226.0% | $4,675+226.3% | $4,663+227.2% |
| Participant deferral / active EE | $11,774 | $6,601+78.4% | $6,625+77.7% | $6,689+76.0% |
| Admin fee / account holder | $3,508 | $12,505-72.0% | $9,349-62.5% | $13,390-73.8% |