Filed April 26, 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 | $170,195 | $72,177+135.8% | $115,038+47.9% | $59,633+185.4% |
| Participation rate | 98.4% | 72.6%+25.8pp | 81.4%+17.0pp | 68.7%+29.7pp |
| Annual return | 1.62% | 12.02%-10.4pp | 26.14%-24.5pp | 2041.45%-2039.8pp |
| Employer contribution / active EE | $11,485 | $2,841+304.2% | $4,608+149.3% | $2,203+421.4% |
| Participant deferral / active EE | $8,563 | $4,783+79.0% | $6,026+42.1% | $3,192+168.3% |
| Admin fee / account holder | $2,134 | $4,927-56.7% | $8,175-73.9% | $4,297-50.3% |