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 | $188,959 | $76,551+146.8% | $123,894+52.5% | $62,881+200.5% |
| Participation rate | 98.3% | 73.0%+25.3pp | 81.4%+16.9pp | 69.3%+29.0pp |
| Annual return | 8.57% | 18.68%-10.1pp | 47.52%-38.9pp | 20.14%-11.6pp |
| Employer contribution / active EE | $13,307 | $2,882+361.7% | $4,617+188.2% | $2,281+483.4% |
| Participant deferral / active EE | $10,362 | $4,840+114.1% | $5,984+73.2% | $3,203+223.5% |
| Admin fee / account holder | $4,519 | $4,826-6.4% | $8,357-45.9% | $4,296+5.2% |