Filed January 31, 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 | $25,694 | $54,757-53.1% | $90,304-71.5% | $72,975-64.8% |
| Participation rate | 95.8% | 65.2%+30.7pp | 73.3%+22.6pp | 69.5%+26.3pp |
| Annual return | 20.79% | 30.63%-9.8pp | 78.13%-57.3pp | 81.01%-60.2pp |
| Employer contribution / active EE | $3,011 | $2,093+43.8% | $2,855+5.5% | $2,440+23.4% |
| Participant deferral / active EE | $3,011 | $2,887+4.3% | $3,885-22.5% | $3,608-16.5% |
| Admin fee / account holder | $2,490 | $3,973-37.3% | $5,354-53.5% | $5,124-51.4% |