Filed February 13, 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 | $53,372 | $53,128+0.5% | $86,582-38.4% | $70,126-23.9% |
| Participation rate | 97.9% | 65.3%+32.6pp | 73.5%+24.3pp | 69.5%+28.3pp |
| Annual return | 15.75% | 27.66%-11.9pp | 965.08%-949.3pp | 73.15%-57.4pp |
| Employer contribution / active EE | $3,444 | $2,068+66.5% | $2,839+21.3% | $2,343+47.0% |
| Participant deferral / active EE | $6,029 | $2,695+123.7% | $3,609+67.1% | $3,332+81.0% |
| Admin fee / account holder | $966 | $3,584-73.1% | $4,904-80.3% | $4,645-79.2% |