Filed February 7, 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 | $23,983 | $57,057-58.0% | $85,009-71.8% | $80,874-70.3% |
| Participation rate | 97.8% | 56.4%+41.4pp | 67.5%+30.3pp | 67.6%+30.1pp |
| Annual return | 66.59% | 21.66%+44.9pp | 66.47%+0.1pp | 35.62%+31.0pp |
| Employer contribution / active EE | $11,086 | $1,799+516.3% | $2,728+306.3% | $2,756+302.3% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $4,522-100.0% | $4,297-100.0% |
| Admin fee / account holder | $1,267 | $4,986-74.6% | $6,153-79.4% | $6,935-81.7% |