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 | $93,600 | $94,766-1.2% | $112,923-17.1% | $139,487-32.9% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 18.84% | 40.96%-22.1pp | 34.13%-15.3pp | 373.84%-355.0pp |
| Employer contribution / active EE | $16,338 | $4,636+252.4% | $4,570+257.5% | $4,755+243.6% |
| Participant deferral / active EE | $13,865 | $6,523+112.5% | $6,520+112.7% | $6,713+106.6% |
| Admin fee / account holder | $23,473 | $8,529+175.2% | $7,046+233.1% | $11,407+105.8% |