Filed March 11, 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 | $97,491 | $123,793-21.2% | $177,848-45.2% | $79,856+22.1% |
| Participation rate | 96.2% | 84.7%+11.6pp | 87.7%+8.5pp | 69.6%+26.6pp |
| Annual return | 94.45% | 22.82%+71.6pp | 48.33%+46.1pp | 31.71%+62.7pp |
| Employer contribution / active EE | $6,426 | $4,095+56.9% | $5,919+8.6% | $2,471+160.0% |
| Participant deferral / active EE | $0 | $5,956-100.0% | $7,714-100.0% | $3,741-100.0% |
| Admin fee / account holder | $864 | $7,243-88.1% | $12,431-93.0% | $5,306-83.7% |