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 | $199,612 | $197,637+1.0% | $177,848+12.2% | $158,982+25.6% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.7%+6.7pp | 82.0%+12.5pp |
| Annual return | 9.69% | 58.77%-49.1pp | 48.33%-38.6pp | 302.99%-293.3pp |
| Employer contribution / active EE | $17,080 | $6,698+155.0% | $5,919+188.6% | $4,763+258.6% |
| Participant deferral / active EE | $0 | $8,405-100.0% | $7,714-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,314 | $15,406-72.0% | $12,431-65.3% | $11,252-61.7% |