Filed November 6, 2019
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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 | $114,577 | $150,446-23.8% | $136,297-15.9% | $147,585-22.4% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 19.55% | 1049.14%-1029.6pp | 5156.19%-5136.6pp | 578.58%-559.0pp |
| Employer contribution / active EE | $4,256 | $5,256-19.0% | $4,696-9.4% | $4,876-12.7% |
| Participant deferral / active EE | $6,728 | $6,631+1.5% | $6,247+7.7% | $5,439+23.7% |
| Admin fee / account holder | $1,187 | $10,906-89.1% | $9,244-87.2% | $10,886-89.1% |