Filed November 17, 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 | $174,725 | $86,938+101.0% | $102,423+70.6% | $80,925+115.9% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 454.45% | 18.89%+435.6pp | 29.42%+425.0pp | 35.65%+418.8pp |
| Employer contribution / active EE | $1,975 | $2,369-16.6% | $3,023-34.7% | $2,756-28.4% |
| Participant deferral / active EE | $0 | $4,120-100.0% | $5,054-100.0% | $4,299-100.0% |
| Admin fee / account holder | $328 | $8,053-95.9% | $9,455-96.5% | $6,940-95.3% |