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 | $187,716 | $93,345+101.1% | $119,126+57.6% | $87,485+114.6% |
| Participation rate | 97.3% | 68.7%+28.6pp | 75.8%+21.5pp | 68.9%+28.4pp |
| Annual return | 15.83% | 19.08%-3.2pp | 282.11%-266.3pp | 26.06%-10.2pp |
| Employer contribution / active EE | $8,403 | $3,172+164.9% | $4,034+108.3% | $2,596+223.6% |
| Participant deferral / active EE | $2,368 | $4,099-42.2% | $5,318-55.5% | $4,274-44.6% |
| Admin fee / account holder | $2,512 | $8,039-68.7% | $10,693-76.5% | $7,775-67.7% |