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 | $115,047 | $97,078+18.5% | $103,065+11.6% | $145,897-21.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.6%+19.4pp | 80.3%+19.7pp |
| Annual return | 9.83% | 25.49%-15.7pp | 23.95%-14.1pp | 552.29%-542.5pp |
| Employer contribution / active EE | $11,093 | $4,680+137.0% | $4,675+137.3% | $4,663+137.9% |
| Participant deferral / active EE | $13,439 | $6,601+103.6% | $6,625+102.9% | $6,689+100.9% |
| Admin fee / account holder | $18,170 | $12,505+45.3% | $9,349+94.4% | $13,390+35.7% |