Filed March 26, 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 | $543,644 | $157,304+245.6% | $141,197+285.0% | $152,909+255.5% |
| Participation rate | 75.0% | 84.8%-9.8pp | 82.5%-7.5pp | 82.5%-7.5pp |
| Annual return | 19.05% | 64.34%-45.3pp | 71.41%-52.4pp | 345.46%-326.4pp |
| Employer contribution / active EE | $6,830 | $5,263+29.8% | $4,736+44.2% | $4,764+43.4% |
| Participant deferral / active EE | $13,189 | $7,111+85.5% | $6,710+96.6% | $5,851+125.4% |
| Admin fee / account holder | $113,836 | $12,126+838.8% | $10,265+1009.0% | $11,601+881.3% |