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 | $97,751+17.7% | $103,447+11.2% | $145,877-21.1% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 25.43%-15.6pp | 23.92%-14.1pp | 551.28%-541.5pp |
| Employer contribution / active EE | $11,093 | $4,684+136.8% | $4,678+137.1% | $4,663+137.9% |
| Participant deferral / active EE | $13,439 | $6,603+103.5% | $6,624+102.9% | $6,691+100.9% |
| Admin fee / account holder | $18,170 | $12,515+45.2% | $9,415+93.0% | $13,402+35.6% |