Filed April 28, 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 | $55,129 | $78,694-29.9% | $67,652-18.5% | $125,389-56.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 75.7%+24.3pp | 83.2%+16.8pp |
| Annual return | 965.01% | 9.46%+955.6pp | 6625.40%-5660.4pp | 282.24%+682.8pp |
| Employer contribution / active EE | $5,513 | $3,044+81.1% | $2,266+143.3% | $4,866+13.3% |
| Participant deferral / active EE | $3,587 | $4,292-16.4% | $3,560+0.8% | $5,352-33.0% |
| Admin fee / account holder | $450 | $7,403-93.9% | $4,821-90.7% | $9,541-95.3% |