Filed August 11, 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 | $114,826 | $81,632+40.7% | $70,455+63.0% | $158,931-27.8% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 9.56% | 208.48%-198.9pp | 109.06%-99.5pp | 302.86%-293.3pp |
| Employer contribution / active EE | $3,349 | $3,217+4.1% | $2,737+22.4% | $4,761-29.7% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $3,432 | $6,193-44.6% | $3,845-10.7% | $11,247-69.5% |