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 | $104,637 | $137,414-23.9% | $189,537-44.8% | $85,847+21.9% |
| Participation rate | 100.0% | 84.6%+15.4pp | 87.8%+12.2pp | 69.3%+30.7pp |
| Annual return | 15.31% | 38.14%-22.8pp | 555.34%-540.0pp | 318.61%-303.3pp |
| Employer contribution / active EE | $7,625 | $4,344+75.5% | $6,161+23.8% | $2,565+197.2% |
| Participant deferral / active EE | $0 | $6,260-100.0% | $8,220-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,676 | $8,630-69.0% | $12,048-77.8% | $6,261-57.3% |