Filed August 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 | $147,602 | $124,330+18.7% | $109,173+35.2% | $167,536-11.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 75.9%+24.1pp | 82.1%+17.9pp |
| Annual return | 13.65% | 26.04%-12.4pp | 25.75%-12.1pp | 478.82%-465.2pp |
| Employer contribution / active EE | $12,601 | $4,209+199.4% | $3,723+238.5% | $4,839+160.4% |
| Participant deferral / active EE | $4,788 | $5,256-8.9% | $4,654+2.9% | $6,342-24.5% |
| Admin fee / account holder | $5,536 | $7,974-30.6% | $6,755-18.1% | $12,315-55.0% |