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 | $86,463 | $53,774+60.8% | $134,162-35.6% | $79,852+8.3% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 11.99% | 19.01%-7.0pp | 36.35%-24.4pp | 31.72%-19.7pp |
| Employer contribution / active EE | $3,820 | $1,322+189.1% | $3,705+3.1% | $2,471+54.6% |
| Participant deferral / active EE | $5,245 | $2,420+116.7% | $3,500+49.9% | $3,740+40.2% |
| Admin fee / account holder | $9,486 | $3,985+138.1% | $6,685+41.9% | $5,306+78.8% |