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 | $69,252-18.1% | $64,099-11.5% | $139,456-59.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 10.36% | 45.89%-35.5pp | 33.70%-23.3pp | 373.45%-363.1pp |
| Employer contribution / active EE | $14,002 | $3,184+339.7% | $2,748+409.5% | $4,753+194.6% |
| Participant deferral / active EE | $0 | $4,683-100.0% | $3,881-100.0% | $6,711-100.0% |
| Admin fee / account holder | $1,246 | $4,248-70.7% | $3,070-59.4% | $11,407-89.1% |