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 | $97,765+32.1% | $103,486+24.8% | $145,884-11.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 15.48% | 25.44%-10.0pp | 23.93%-8.4pp | 551.85%-536.4pp |
| Employer contribution / active EE | $15,257 | $4,687+225.5% | $4,679+226.0% | $4,662+227.2% |
| Participant deferral / active EE | $11,774 | $6,606+78.2% | $6,628+77.6% | $6,690+76.0% |
| Admin fee / account holder | $3,508 | $12,505-72.0% | $9,354-62.5% | $13,392-73.8% |