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 | $302,875 | $185,883+62.9% | $170,043+78.1% | $139,466+117.2% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | 16.66% | 60.54%-43.9pp | 53.40%-36.7pp | 373.66%-357.0pp |
| Employer contribution / active EE | $18,058 | $7,596+137.7% | $6,790+166.0% | $4,754+279.9% |
| Participant deferral / active EE | $0 | $11,626-100.0% | $10,410-100.0% | $6,712-100.0% |
| Admin fee / account holder | $2,500 | $15,393-83.8% | $12,824-80.5% | $11,409-78.1% |