Filed March 9, 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 | $97,665 | $168,635-42.1% | $147,617-33.8% | $125,389-22.1% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -0.86% | 77.65%-78.5pp | 61.98%-62.8pp | 282.24%-283.1pp |
| Employer contribution / active EE | $4,987 | $6,252-20.2% | $5,564-10.4% | $4,866+2.5% |
| Participant deferral / active EE | $5,715 | $5,507+3.8% | $4,895+16.7% | $5,352+6.8% |
| Admin fee / account holder | $15,697 | $13,580+15.6% | $11,612+35.2% | $9,541+64.5% |