Filed December 14, 2020
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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 | $94,605 | $86,288+9.6% | $111,306-15.0% | $85,851+10.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 57.36% | 19.99%+37.4pp | 54.67%+2.7pp | 318.63%-261.3pp |
| Employer contribution / active EE | $3,696 | $2,044+80.9% | $2,732+35.3% | $2,565+44.1% |
| Participant deferral / active EE | $0 | $3,641-100.0% | $4,488-100.0% | $3,952-100.0% |
| Admin fee / account holder | $357 | $8,189-95.6% | $7,966-95.5% | $6,261-94.3% |