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 | $74,369 | $98,766-24.7% | $149,730-50.3% | $79,852-6.9% |
| Participation rate | 80.5% | 75.8%+4.7pp | 82.5%-2.0pp | 69.6%+10.9pp |
| Annual return | 17.47% | 27.43%-10.0pp | 276.70%-259.2pp | 31.72%-14.2pp |
| Employer contribution / active EE | $3,866 | $3,217+20.2% | $4,645-16.8% | $2,471+56.4% |
| Participant deferral / active EE | $12,001 | $5,681+111.2% | $6,843+75.4% | $3,740+220.8% |
| Admin fee / account holder | $6,137 | $6,052+1.4% | $9,310-34.1% | $5,306+15.7% |