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 | $86,949+101.0% | $102,460+70.5% | $80,959+115.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.7%+32.3pp |
| Annual return | 454.45% | 18.89%+435.6pp | 29.47%+425.0pp | 35.67%+418.8pp |
| Employer contribution / active EE | $1,975 | $2,370-16.7% | $3,025-34.7% | $2,757-28.4% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $328 | $8,048-95.9% | $9,460-96.5% | $6,925-95.3% |