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 | $66,099 | $43,730+51.2% | $121,220-45.5% | $64,173+3.0% |
| Participation rate | 98.1% | 58.3%+39.7pp | 71.8%+26.3pp | 69.6%+28.5pp |
| Annual return | -3.39% | 68.94%-72.3pp | 16.94%-20.3pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,875 | $1,297+121.7% | $4,023-28.5% | $2,381+20.7% |
| Participant deferral / active EE | $3,425 | $2,281+50.2% | $3,345+2.4% | $3,470-1.3% |
| Admin fee / account holder | $3,059 | $3,502-12.7% | $5,021-39.1% | $4,887-37.4% |