Filed January 19, 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 | $134,281 | $160,059-16.1% | $140,019-4.1% | $135,380-0.8% |
| Participation rate | 78.9% | 88.5%-9.6pp | 87.5%-8.6pp | 82.6%-3.7pp |
| Annual return | 32.32% | 911.48%-879.2pp | 651.17%-618.8pp | 519.81%-487.5pp |
| Employer contribution / active EE | $16,811 | $6,420+161.9% | $5,605+199.9% | $4,779+251.8% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $5,344 | $13,328-59.9% | $10,705-50.1% | $10,828-50.6% |