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 | $150,346-42.7% | $120,524-28.6% | $145,877-41.0% |
| Participation rate | 100.0% | 78.8%+21.2pp | 71.9%+28.1pp | 80.3%+19.7pp |
| Annual return | 16.20% | 154.40%-138.2pp | 107.36%-91.2pp | 551.28%-535.1pp |
| Employer contribution / active EE | $3,741 | $4,353-14.1% | $3,469+7.8% | $4,663-19.8% |
| Participant deferral / active EE | $8,260 | $6,172+33.8% | $4,994+65.4% | $6,691+23.5% |
| Admin fee / account holder | $4,557 | $12,215-62.7% | $9,440-51.7% | $13,402-66.0% |