Filed January 5, 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 | $42,973 | $67,606-36.4% | $82,313-47.8% | $70,124-38.7% |
| Participation rate | 90.9% | 72.8%+18.1pp | 76.9%+14.0pp | 69.5%+21.4pp |
| Annual return | 19.92% | 21.57%-1.6pp | 25.88%-6.0pp | 73.14%-53.2pp |
| Employer contribution / active EE | $1,587 | $1,755-9.6% | $2,428-34.6% | $2,342-32.2% |
| Participant deferral / active EE | $3,604 | $2,987+20.7% | $3,706-2.8% | $3,332+8.2% |
| Admin fee / account holder | $344 | $4,512-92.4% | $5,608-93.9% | $4,645-92.6% |