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 | $41,604 | $60,128-30.8% | $90,440-54.0% | $79,852-47.9% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 70.50% | 71.95%-1.5pp | 1294.38%-1223.9pp | 31.72%+38.8pp |
| Employer contribution / active EE | $3,868 | $2,068+87.0% | $3,263+18.5% | $2,471+56.5% |
| Participant deferral / active EE | $4,581 | $2,939+55.9% | $3,964+15.6% | $3,740+22.5% |
| Admin fee / account holder | $1,893 | $3,977-52.4% | $5,615-66.3% | $5,306-64.3% |