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 | $200,450 | $77,816+157.6% | $123,552+62.2% | $64,173+212.4% |
| Participation rate | 98.4% | 74.7%+23.6pp | 82.3%+16.1pp | 69.6%+28.8pp |
| Annual return | -3.03% | 12.49%-15.5pp | 119.20%-122.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $9,438 | $3,014+213.2% | $4,628+103.9% | $2,381+296.4% |
| Participant deferral / active EE | $9,837 | $5,240+87.7% | $6,426+53.1% | $3,470+183.5% |
| Admin fee / account holder | $15,463 | $5,519+180.2% | $9,285+66.6% | $4,887+216.4% |