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 | $112,743 | $125,797-10.4% | $170,043-33.7% | $75,173+50.0% |
| Participation rate | 98.5% | 83.6%+14.9pp | 87.0%+11.5pp | 67.2%+31.3pp |
| Annual return | 19.92% | 27.20%-7.3pp | 53.40%-33.5pp | 160.72%-140.8pp |
| Employer contribution / active EE | $6,561 | $4,616+42.1% | $6,790-3.4% | $2,671+145.6% |
| Participant deferral / active EE | $0 | $6,838-100.0% | $10,410-100.0% | $4,126-100.0% |
| Admin fee / account holder | $3,472 | $8,177-57.5% | $12,824-72.9% | $5,651-38.6% |