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 | $98,485 | $105,200-6.4% | $159,474-38.2% | $85,847+14.7% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.8%+17.2pp | 69.3%+30.7pp |
| Annual return | 44.85% | 45.08%-0.2pp | 263.68%-218.8pp | 318.61%-273.8pp |
| Employer contribution / active EE | $6,740 | $3,319+103.1% | $4,831+39.5% | $2,565+162.8% |
| Participant deferral / active EE | $0 | $5,946-100.0% | $7,353-100.0% | $3,952-100.0% |
| Admin fee / account holder | $1,829 | $6,934-73.6% | $10,802-83.1% | $6,261-70.8% |