Filed December 31, 2019
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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 | $169,068 | $45,079+275.1% | $69,461+143.4% | $72,983+131.7% |
| Participation rate | 85.7% | 68.5%+17.2pp | 74.6%+11.1pp | 69.5%+16.2pp |
| Annual return | 17.61% | 22.65%-5.0pp | 28.97%-11.4pp | 81.01%-63.4pp |
| Employer contribution / active EE | $7,084 | $2,055+244.8% | $2,779+154.9% | $2,440+190.3% |
| Participant deferral / active EE | $10,890 | $2,603+318.4% | $3,536+208.0% | $3,608+201.9% |
| Admin fee / account holder | $799 | $3,056-73.9% | $3,840-79.2% | $5,124-84.4% |