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 | $12,117 | $100,938-88.0% | $90,461-86.6% | $158,982-92.4% |
| Participation rate | 76.5% | 75.0%+1.4pp | 72.7%+3.8pp | 82.0%-5.5pp |
| Annual return | 24.31% | 1727.20%-1702.9pp | 1294.76%-1270.5pp | 302.99%-278.7pp |
| Employer contribution / active EE | $3,249 | $3,691-12.0% | $3,264-0.5% | $4,763-31.8% |
| Participant deferral / active EE | $2,331 | $4,350-46.4% | $3,964-41.2% | $5,983-61.0% |
| Admin fee / account holder | $711 | $6,510-89.1% | $5,617-87.3% | $11,252-93.7% |