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 | $57,259 | $89,367-35.9% | $141,191-59.4% | $72,975-21.5% |
| Participation rate | 84.7% | 75.1%+9.6pp | 82.5%+2.2pp | 69.5%+15.2pp |
| Annual return | 34.88% | 111.87%-77.0pp | 71.41%-36.5pp | 81.01%-46.1pp |
| Employer contribution / active EE | $4,396 | $3,115+41.1% | $4,736-7.2% | $2,440+80.2% |
| Participant deferral / active EE | $12,880 | $5,419+137.7% | $6,710+91.9% | $3,608+257.0% |
| Admin fee / account holder | $4,260 | $5,957-28.5% | $10,264-58.5% | $5,124-16.9% |