Filed January 14, 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 | $87,605 | $123,793-29.2% | $177,840-50.7% | $79,852+9.7% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 19.55% | 22.82%-3.3pp | 48.32%-28.8pp | 31.72%-12.2pp |
| Employer contribution / active EE | $3,225 | $4,095-21.2% | $5,919-45.5% | $2,471+30.5% |
| Participant deferral / active EE | $3,535 | $5,956-40.6% | $7,714-54.2% | $3,740-5.5% |
| Admin fee / account holder | $1,433 | $7,243-80.2% | $12,431-88.5% | $5,306-73.0% |