Filed November 10, 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 | $86,113 | $150,412-42.7% | $120,574-28.6% | $145,884-41.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.20% | 154.50%-138.3pp | 107.42%-91.2pp | 551.85%-535.6pp |
| Employer contribution / active EE | $3,741 | $4,355-14.1% | $3,471+7.8% | $4,662-19.8% |
| Participant deferral / active EE | $8,260 | $6,175+33.8% | $4,996+65.3% | $6,690+23.5% |
| Admin fee / account holder | $4,557 | $12,224-62.7% | $9,445-51.8% | $13,392-66.0% |