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 | $101,499-3.2% | $147,005-33.2% | $74,546+31.8% |
| Participation rate | 100.0% | 75.5%+24.5pp | 82.2%+17.8pp | 67.2%+32.8pp |
| Annual return | 16.93% | 8732.34%-8715.4pp | 418.76%-401.8pp | 1366.03%-1349.1pp |
| Employer contribution / active EE | $11,910 | $3,811+212.5% | $4,934+141.4% | $2,624+353.8% |
| Participant deferral / active EE | $11,295 | $7,304+54.6% | $8,070+40.0% | $4,347+159.8% |
| Admin fee / account holder | $2,615 | $1,748+49.6% | $13,006-79.9% | $1,944+34.6% |