Filed January 27, 2020
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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 | $35,388 | $85,766-58.7% | $136,298-74.0% | $70,126-49.5% |
| Participation rate | 92.9% | 74.2%+18.7pp | 81.9%+10.9pp | 69.5%+23.3pp |
| Annual return | 16.10% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $853 | $2,966-71.2% | $4,696-81.8% | $2,343-63.6% |
| Participant deferral / active EE | $4,725 | $5,051-6.5% | $6,247-24.4% | $3,332+41.8% |
| Admin fee / account holder | $586 | $5,421-89.2% | $9,244-93.7% | $4,645-87.4% |