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 | $72,040 | $57,285+25.8% | $86,605-16.8% | $75,173-4.2% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 15.70% | 2671.04%-2655.3pp | 591.39%-575.7pp | 160.65%-145.0pp |
| Employer contribution / active EE | $8,163 | $2,315+252.7% | $3,023+170.0% | $2,670+205.7% |
| Participant deferral / active EE | $9,677 | $3,318+191.7% | $4,438+118.1% | $4,126+134.6% |
| Admin fee / account holder | $2,932 | $4,112-28.7% | $5,611-47.8% | $5,651-48.1% |