Filed April 6, 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 | $67,344 | $78,707-14.4% | $117,861-42.9% | $70,126-4.0% |
| Participation rate | 84.6% | 73.2%+11.4pp | 79.7%+5.0pp | 69.5%+15.1pp |
| Annual return | 20.50% | 23.30%-2.8pp | 335.11%-314.6pp | 73.15%-52.6pp |
| Employer contribution / active EE | $5,244 | $2,223+135.8% | $3,786+38.5% | $2,343+123.8% |
| Participant deferral / active EE | $0 | $3,297-100.0% | $4,482-100.0% | $3,332-100.0% |
| Admin fee / account holder | $2,507 | $5,066-50.5% | $8,021-68.7% | $4,645-46.0% |