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 | $96,731+53.8% | $123,973+20.0% | $86,983+71.1% |
| Participation rate | 98.2% | 70.0%+28.2pp | 76.7%+21.6pp | 69.5%+28.7pp |
| Annual return | 13.63% | 17.33%-3.7pp | 388.13%-374.5pp | 25.83%-12.2pp |
| Employer contribution / active EE | $7,332 | $3,297+122.4% | $4,126+77.7% | $2,584+183.7% |
| Participant deferral / active EE | $6,317 | $4,152+52.1% | $5,247+20.4% | $4,194+50.6% |
| Admin fee / account holder | $1,221 | $8,722-86.0% | $11,799-89.7% | $7,856-84.5% |