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 | $231,018 | $108,825+112.3% | $156,181+47.9% | $82,448+180.2% |
| Participation rate | 90.5% | 72.4%+18.1pp | 78.8%+11.6pp | 68.1%+22.4pp |
| Annual return | 17.97% | 20.59%-2.6pp | 64.87%-46.9pp | 41.64%-23.7pp |
| Employer contribution / active EE | $5,939 | $2,870+107.0% | $4,294+38.3% | $2,551+132.8% |
| Participant deferral / active EE | $0 | $4,577-100.0% | $6,132-100.0% | $4,139-100.0% |
| Admin fee / account holder | $24,198 | $9,341+159.1% | $14,586+65.9% | $7,234+234.5% |