Filed October 6, 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 | $117,559 | $227,597-48.3% | $189,575-38.0% | $167,536-29.8% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 37.93% | 78.44%-40.5pp | 64.19%-26.3pp | 478.82%-440.9pp |
| Employer contribution / active EE | $12,768 | $5,316+140.2% | $4,412+189.4% | $4,839+163.9% |
| Participant deferral / active EE | $0 | $7,002-100.0% | $6,174-100.0% | $6,342-100.0% |
| Admin fee / account holder | $478 | $11,877-96.0% | $9,806-95.1% | $12,315-96.1% |