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 | $103,435 | $110,083-6.0% | $151,639-31.8% | $68,486+51.0% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -13.63% | -10.12%-3.5pp | 3.34%-17.0pp | -7.85%-5.8pp |
| Employer contribution / active EE | $3,617 | $4,470-19.1% | $6,165-41.3% | $2,597+39.3% |
| Participant deferral / active EE | $3,820 | $6,526-41.5% | $8,363-54.3% | $4,028-5.2% |
| Admin fee / account holder | $3,642 | $7,718-52.8% | $11,613-68.6% | $5,404-32.6% |