Filed January 29, 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 | $96,574 | $48,337+99.8% | $67,560+42.9% | $80,959+19.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.7%+32.3pp |
| Annual return | 12.73% | 18.26%-5.5pp | 3533.50%-3520.8pp | 35.67%-22.9pp |
| Employer contribution / active EE | $3,797 | $2,023+87.7% | $2,737+38.7% | $2,757+37.7% |
| Participant deferral / active EE | $8,854 | $2,928+202.4% | $4,004+121.1% | $4,300+105.9% |
| Admin fee / account holder | $4,305 | $3,695+16.5% | $3,994+7.8% | $6,925-37.8% |