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 | $72,403-9.0% | $67,524-2.4% | $145,978-54.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 12.59% | 7197.23%-7184.6pp | 3519.41%-3506.8pp | 550.52%-537.9pp |
| Employer contribution / active EE | $12,746 | $3,072+315.0% | $2,734+366.2% | $4,662+173.4% |
| Participant deferral / active EE | $0 | $4,782-100.0% | $4,001-100.0% | $6,690-100.0% |
| Admin fee / account holder | $694 | $5,541-87.5% | $4,001-82.6% | $13,400-94.8% |