Filed February 16, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $255,737 | $162,529+57.3% | $130,788+95.5% | $154,746+65.3% |
| Participation rate | 100.0% | 75.9%+24.1pp | 70.1%+29.9pp | 80.7%+19.3pp |
| Annual return | 9.19% | 510.48%-501.3pp | 386.44%-377.3pp | 172.34%-163.2pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $900 | $4,808-81.3% | $4,137-78.2% | $6,730-86.6% |
| Admin fee / account holder | $7,500 | $7,669-2.2% | $6,673+12.4% | $14,365-47.8% |