Filed April 2, 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 | $78,879 | $88,754-11.1% | $81,820-3.6% | $145,877-45.9% |
| Participation rate | 82.6% | 75.1%+7.5pp | 72.4%+10.2pp | 80.3%+2.3pp |
| Annual return | 14.49% | 1031.77%-1017.3pp | 777.93%-763.4pp | 551.28%-536.8pp |
| Employer contribution / active EE | $4,496 | $3,085+45.7% | $2,915+54.2% | $4,663-3.6% |
| Participant deferral / active EE | $7,011 | $4,648+50.9% | $4,323+62.2% | $6,691+4.8% |
| Admin fee / account holder | $1,706 | $8,424-79.8% | $7,391-76.9% | $13,402-87.3% |