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 | $56,730 | $69,248-18.1% | $64,101-11.5% | $139,466-59.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.36% | 45.95%-35.6pp | 33.72%-23.4pp | 373.66%-363.3pp |
| Employer contribution / active EE | $14,002 | $3,185+339.6% | $2,749+409.4% | $4,754+194.5% |
| Participant deferral / active EE | $0 | $4,682-100.0% | $3,881-100.0% | $6,712-100.0% |
| Admin fee / account holder | $1,246 | $4,247-70.7% | $3,070-59.4% | $11,409-89.1% |