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 | $191,154 | $49,249+288.1% | $70,476+171.2% | $79,852+139.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 11.59% | 30.09%-18.5pp | 109.12%-97.5pp | 31.72%-20.1pp |
| Employer contribution / active EE | $8,551 | $2,100+307.1% | $2,738+212.3% | $2,471+246.0% |
| Participant deferral / active EE | $12,943 | $2,769+367.4% | $3,710+248.8% | $3,740+246.0% |
| Admin fee / account holder | $802 | $2,878-72.1% | $3,847-79.2% | $5,306-84.9% |