Filed February 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 | $98,260 | $101,653-3.3% | $147,080-33.2% | $74,459+32.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.93% | 8754.98%-8738.0pp | 420.17%-403.2pp | 1369.70%-1352.8pp |
| Employer contribution / active EE | $11,910 | $3,813+212.3% | $4,933+141.4% | $2,626+353.6% |
| Participant deferral / active EE | $11,295 | $7,304+54.6% | $8,066+40.0% | $4,350+159.7% |
| Admin fee / account holder | $2,615 | $1,752+49.3% | $12,989-79.9% | $1,945+34.5% |