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 | $64,920+85.1% | $103,693+15.9% | $86,983+38.1% |
| Participation rate | 100.0% | 63.6%+36.4pp | 72.6%+27.4pp | 69.5%+30.5pp |
| Annual return | 20.09% | 30.29%-10.2pp | 47.61%-27.5pp | 25.83%-5.7pp |
| Employer contribution / active EE | $9,612 | $2,141+349.0% | $2,920+229.2% | $2,584+271.9% |
| Participant deferral / active EE | $12,100 | $3,241+273.3% | $4,579+164.2% | $4,194+188.5% |
| Admin fee / account holder | $1,378 | $6,191-77.7% | $7,858-82.5% | $7,856-82.5% |