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 | $78,627 | $97,751-19.6% | $103,447-24.0% | $145,877-46.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 26.20% | 25.43%+0.8pp | 23.92%+2.3pp | 551.28%-525.1pp |
| Employer contribution / active EE | $12,421 | $4,684+165.2% | $4,678+165.5% | $4,663+166.4% |
| Participant deferral / active EE | $9,668 | $6,603+46.4% | $6,624+46.0% | $6,691+44.5% |
| Admin fee / account holder | $36,978 | $12,515+195.5% | $9,415+292.8% | $13,402+175.9% |