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 | $71,032 | $83,485-14.9% | $125,195-43.3% | $72,976-2.7% |
| Participation rate | 88.6% | 73.3%+15.3pp | 79.8%+8.9pp | 69.5%+19.1pp |
| Annual return | 21.50% | 25.77%-4.3pp | 43.79%-22.3pp | 81.02%-59.5pp |
| Employer contribution / active EE | $6,391 | $2,346+172.4% | $3,866+65.3% | $2,440+161.9% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $8,567 | $5,518+55.3% | $9,704-11.7% | $5,124+67.2% |