Filed January 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 | $148,806 | $93,345+59.4% | $119,126+24.9% | $87,485+70.1% |
| Participation rate | 98.2% | 68.7%+29.5pp | 75.8%+22.5pp | 68.9%+29.3pp |
| Annual return | 13.63% | 19.08%-5.4pp | 282.11%-268.5pp | 26.06%-12.4pp |
| Employer contribution / active EE | $7,332 | $3,172+131.2% | $4,034+81.8% | $2,596+182.4% |
| Participant deferral / active EE | $6,317 | $4,099+54.1% | $5,318+18.8% | $4,274+47.8% |
| Admin fee / account holder | $1,221 | $8,039-84.8% | $10,693-88.6% | $7,775-84.3% |