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 | $192,243 | $83,485+130.3% | $125,192+53.6% | $72,975+163.4% |
| Participation rate | 88.4% | 73.3%+15.1pp | 79.8%+8.6pp | 69.5%+18.9pp |
| Annual return | 54.77% | 25.77%+29.0pp | 43.79%+11.0pp | 81.01%-26.2pp |
| Employer contribution / active EE | $5,205 | $2,346+121.9% | $3,866+34.6% | $2,440+113.3% |
| Participant deferral / active EE | $0 | $3,586-100.0% | $4,937-100.0% | $3,608-100.0% |
| Admin fee / account holder | $13,082 | $5,518+137.1% | $9,704+34.8% | $5,124+155.3% |