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 | $120,150 | $51,638+132.7% | $68,368+75.7% | $82,448+45.7% |
| Participation rate | 100.0% | 63.6%+36.4pp | 73.8%+26.2pp | 68.1%+31.9pp |
| Annual return | 20.09% | 37.53%-17.4pp | 292.57%-272.5pp | 41.64%-21.5pp |
| Employer contribution / active EE | $9,612 | $2,047+369.7% | $2,649+262.9% | $2,551+276.8% |
| Participant deferral / active EE | $12,100 | $2,914+315.3% | $4,123+193.5% | $4,139+192.3% |
| Admin fee / account holder | $1,378 | $4,643-70.3% | $5,150-73.2% | $7,234-81.0% |