Filed January 14, 2021
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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 | $59,943 | $41,377+44.9% | $109,313-45.2% | $62,881-4.7% |
| Participation rate | 95.8% | 57.5%+38.3pp | 71.3%+24.6pp | 69.3%+26.5pp |
| Annual return | 5.08% | 11.05%-6.0pp | 22.07%-17.0pp | 20.14%-15.1pp |
| Employer contribution / active EE | $2,373 | $1,276+85.9% | $3,892-39.0% | $2,281+4.0% |
| Participant deferral / active EE | $3,106 | $2,045+51.9% | $3,166-1.9% | $3,203-3.0% |
| Admin fee / account holder | $1,950 | $2,884-32.4% | $5,666-65.6% | $4,296-54.6% |