Filed March 23, 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 | $32,983 | $88,710-62.8% | $81,783-59.7% | $145,959-77.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 11.11% | 1027.26%-1016.1pp | 775.05%-763.9pp | 561.95%-550.8pp |
| Employer contribution / active EE | $0 | $3,083-100.0% | $2,913-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $4,050 | $4,645-12.8% | $4,320-6.3% | $6,689-39.4% |
| Admin fee / account holder | $7,473 | $8,407-11.1% | $7,380+1.3% | $13,398-44.2% |