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 | $65,908 | $72,446-9.0% | $67,561-2.4% | $145,877-54.8% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.59% | 7211.98%-7199.4pp | 3525.44%-3512.8pp | 551.28%-538.7pp |
| Employer contribution / active EE | $12,746 | $3,072+314.9% | $2,735+366.1% | $4,663+173.3% |
| Participant deferral / active EE | $0 | $4,785-100.0% | $4,003-100.0% | $6,691-100.0% |
| Admin fee / account holder | $694 | $5,541-87.5% | $4,006-82.7% | $13,402-94.8% |