Filed December 20, 2019
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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 | $99,215 | $111,535-11.0% | $105,223-5.7% | $137,256-27.7% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 80.0%+5.8pp |
| Annual return | 12.69% | 237.85%-225.2pp | 180.65%-168.0pp | 220.34%-207.7pp |
| Employer contribution / active EE | $9,187 | $3,939+133.2% | $3,689+149.1% | $4,156+121.0% |
| Participant deferral / active EE | $3,042 | $5,500-44.7% | $5,072-40.0% | $6,407-52.5% |
| Admin fee / account holder | $44,728 | $9,721+360.1% | $8,859+404.9% | $12,270+264.5% |