Filed November 2, 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 | $65,133 | $98,776-34.1% | $149,745-56.5% | $79,856-18.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 21.32% | 27.38%-6.1pp | 276.72%-255.4pp | 31.71%-10.4pp |
| Employer contribution / active EE | $5,968 | $3,217+85.5% | $4,646+28.5% | $2,471+141.5% |
| Participant deferral / active EE | $0 | $5,681-100.0% | $6,843-100.0% | $3,741-100.0% |
| Admin fee / account holder | $1,921 | $6,053-68.3% | $9,312-79.4% | $5,306-63.8% |