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 | $114,119-13.1% | $107,187-7.4% | $138,895-28.6% |
| Participation rate | 85.7% | 78.1%+7.6pp | 75.0%+10.7pp | 79.9%+5.8pp |
| Annual return | 12.69% | 273.21%-260.5pp | 204.55%-191.9pp | 145.39%-132.7pp |
| Employer contribution / active EE | $9,187 | $4,059+126.3% | $3,782+142.9% | $4,194+119.0% |
| Participant deferral / active EE | $3,042 | $5,538-45.1% | $5,096-40.3% | $6,396-52.4% |
| Admin fee / account holder | $44,728 | $10,024+346.2% | $9,162+388.2% | $12,562+256.1% |