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 | $86,258 | $137,414-37.2% | $189,520-54.5% | $85,856+0.5% |
| Participation rate | 81.5% | 84.6%-3.1pp | 87.8%-6.3pp | 69.3%+12.2pp |
| Annual return | 34.06% | 38.14%-4.1pp | 555.25%-521.2pp | 318.58%-284.5pp |
| Employer contribution / active EE | $2,941 | $4,344-32.3% | $6,161-52.3% | $2,565+14.6% |
| Participant deferral / active EE | $7,087 | $6,260+13.2% | $8,220-13.8% | $3,952+79.3% |
| Admin fee / account holder | $3,951 | $8,630-54.2% | $12,046-67.2% | $6,261-36.9% |