Filed January 9, 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 | $53,842 | $84,713-36.4% | $75,717-28.9% | $167,518-67.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 251.54% | 199.49%+52.0pp | 104.58%+147.0pp | 478.71%-227.2pp |
| Employer contribution / active EE | $10,486 | $3,229+224.7% | $2,743+282.3% | $4,838+116.7% |
| Participant deferral / active EE | $0 | $4,578-100.0% | $3,821-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,820 | $5,357-28.7% | $3,619+5.5% | $12,312-69.0% |