Filed January 7, 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 | $95,185 | $82,630+15.2% | $64,105+48.5% | $125,388-24.1% |
| Participation rate | 95.0% | 75.9%+19.1pp | 68.2%+26.8pp | 83.2%+11.8pp |
| Annual return | -2.50% | 1489.72%-1492.2pp | 791.24%-793.7pp | 282.24%-284.7pp |
| Employer contribution / active EE | $7,821 | $2,671+192.8% | $1,820+329.8% | $4,866+60.7% |
| Participant deferral / active EE | $6,382 | $3,608+76.9% | $2,822+126.2% | $5,352+19.3% |
| Admin fee / account holder | $4,866 | $6,382-23.8% | $4,499+8.1% | $9,541-49.0% |