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 | $94,553 | $58,234+62.4% | $81,783+15.6% | $80,874+16.9% |
| Participation rate | 98.4% | 63.4%+35.0pp | 72.4%+26.1pp | 67.6%+30.8pp |
| Annual return | 18.44% | 41.70%-23.3pp | 775.05%-756.6pp | 35.62%-17.2pp |
| Employer contribution / active EE | $9,731 | $2,341+315.6% | $2,913+234.1% | $2,756+253.1% |
| Participant deferral / active EE | $11,113 | $3,283+238.5% | $4,320+157.2% | $4,297+158.6% |
| Admin fee / account holder | $2,712 | $4,982-45.6% | $7,380-63.3% | $6,935-60.9% |