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 | $70,455 | $76,368-7.7% | $67,681+4.1% | $154,746-54.5% |
| Participation rate | 100.0% | 79.0%+21.0pp | 73.7%+26.3pp | 80.7%+19.3pp |
| Annual return | 9.33% | 1066.77%-1057.4pp | 590.58%-581.3pp | 172.34%-163.0pp |
| Employer contribution / active EE | $15,491 | $3,151+391.6% | $2,678+478.4% | $4,379+253.7% |
| Participant deferral / active EE | $0 | $4,824-100.0% | $3,976-100.0% | $6,730-100.0% |
| Admin fee / account holder | $8,287 | $8,559-3.2% | $6,100+35.9% | $14,365-42.3% |