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 | $160,040-28.1% | $147,096-21.7% | $145,877-21.1% |
| Participation rate | 95.7% | 84.0%+11.6pp | 82.2%+13.5pp | 80.3%+15.3pp |
| Annual return | 14.66% | 98.49%-83.8pp | 419.75%-405.1pp | 551.28%-536.6pp |
| Employer contribution / active EE | $7,336 | $5,289+38.7% | $4,936+48.6% | $4,663+57.3% |
| Participant deferral / active EE | $22,645 | $8,429+168.7% | $8,071+180.6% | $6,691+238.5% |
| Admin fee / account holder | $12,707 | $15,050-15.6% | $13,005-2.3% | $13,402-5.2% |