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 | $57,330+25.7% | $86,656-16.9% | $75,177-4.2% |
| Participation rate | 98.4% | 63.2%+35.2pp | 71.7%+26.7pp | 67.2%+31.2pp |
| Annual return | 15.70% | 2675.40%-2659.7pp | 593.09%-577.4pp | 160.75%-145.1pp |
| Employer contribution / active EE | $8,163 | $2,316+252.4% | $3,025+169.8% | $2,671+205.6% |
| Participant deferral / active EE | $9,677 | $3,320+191.5% | $4,439+118.0% | $4,126+134.5% |
| Admin fee / account holder | $2,932 | $4,115-28.8% | $5,619-47.8% | $5,651-48.1% |