Filed November 9, 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 | $115,112 | $160,070-28.1% | $147,117-21.8% | $145,897-21.1% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 14.66% | 98.69%-84.0pp | 420.54%-405.9pp | 552.29%-537.6pp |
| Employer contribution / active EE | $7,336 | $5,285+38.8% | $4,932+48.7% | $4,663+57.3% |
| Participant deferral / active EE | $22,645 | $8,419+169.0% | $8,065+180.8% | $6,689+238.5% |
| Admin fee / account holder | $12,707 | $15,035-15.5% | $12,993-2.2% | $13,390-5.1% |