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.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $276,155 | $209,874+31.6% | $189,537+45.7% | $167,536+64.8% |
| Participation rate | 94.4% | 88.7%+5.8pp | 87.8%+6.6pp | 82.1%+12.3pp |
| Annual return | 37.61% | 748.61%-711.0pp | 555.34%-517.7pp | 478.82%-441.2pp |
| Employer contribution / active EE | $16,730 | $6,913+142.0% | $6,161+171.6% | $4,839+245.7% |
| Participant deferral / active EE | $0 | $8,934-100.0% | $8,220-100.0% | $6,342-100.0% |
| Admin fee / account holder | $3,726 | $14,299-73.9% | $12,048-69.1% | $12,315-69.7% |