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 | $241,423 | $76,551+215.4% | $123,894+94.9% | $62,881+283.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 24.82% | 18.68%+6.1pp | 47.52%-22.7pp | 20.14%+4.7pp |
| Employer contribution / active EE | $16,040 | $2,882+456.5% | $4,617+247.4% | $2,281+603.2% |
| Participant deferral / active EE | $0 | $4,840-100.0% | $5,984-100.0% | $3,203-100.0% |
| Admin fee / account holder | $7,347 | $4,826+52.2% | $8,357-12.1% | $4,296+71.0% |