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 | $145,826 | $82,678+76.4% | $125,391+16.3% | $68,490+112.9% |
| Participation rate | 96.8% | 75.1%+21.8pp | 82.4%+14.4pp | 67.9%+28.9pp |
| Annual return | 32.16% | -5.97%+38.1pp | 572.41%-540.3pp | -7.85%+40.0pp |
| Employer contribution / active EE | $8,082 | $3,382+139.0% | $4,816+67.8% | $2,597+211.2% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $2,487 | $6,277-60.4% | $10,009-75.2% | $5,403-54.0% |