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 | $165,493 | $183,988-10.1% | $162,177+2.0% | $152,897+8.2% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.6%+6.9pp | 82.5%+12.0pp |
| Annual return | 16.36% | 150.79%-134.4pp | 115.60%-99.2pp | 345.43%-329.1pp |
| Employer contribution / active EE | $17,511 | $6,370+174.9% | $5,613+212.0% | $4,764+267.6% |
| Participant deferral / active EE | $0 | $8,032-100.0% | $7,297-100.0% | $5,851-100.0% |
| Admin fee / account holder | $4,778 | $13,123-63.6% | $10,843-55.9% | $11,599-58.8% |