Filed October 15, 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 | $78,198 | $85,766-8.8% | $136,298-42.6% | $70,126+11.5% |
| Participation rate | 99.0% | 74.2%+24.8pp | 81.9%+17.0pp | 69.5%+29.4pp |
| Annual return | 19.02% | 31.46%-12.4pp | 5156.27%-5137.2pp | 73.15%-54.1pp |
| Employer contribution / active EE | $7,730 | $2,966+160.6% | $4,696+64.6% | $2,343+230.0% |
| Participant deferral / active EE | $4,677 | $5,051-7.4% | $6,247-25.1% | $3,332+40.4% |
| Admin fee / account holder | $3,777 | $5,421-30.3% | $9,244-59.1% | $4,645-18.7% |