Filed December 15, 2020
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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 | $68,393 | $58,234+17.4% | $81,783-16.4% | $80,874-15.4% |
| Participation rate | 97.5% | 63.4%+34.1pp | 72.4%+25.1pp | 67.6%+29.9pp |
| Annual return | 12.87% | 41.70%-28.8pp | 775.05%-762.2pp | 35.62%-22.7pp |
| Employer contribution / active EE | $6,010 | $2,341+156.7% | $2,913+106.3% | $2,756+118.1% |
| Participant deferral / active EE | $9,247 | $3,283+181.7% | $4,320+114.0% | $4,297+115.2% |
| Admin fee / account holder | $16,370 | $4,982+228.6% | $7,380+121.8% | $6,935+136.0% |