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 | $58,311+17.3% | $81,882-16.5% | $80,959-15.5% |
| Participation rate | 97.5% | 63.5%+34.0pp | 72.4%+25.1pp | 67.7%+29.8pp |
| Annual return | 12.87% | 41.85%-29.0pp | 779.47%-766.6pp | 35.67%-22.8pp |
| Employer contribution / active EE | $6,010 | $2,347+156.1% | $2,916+106.1% | $2,757+118.0% |
| Participant deferral / active EE | $9,247 | $3,287+181.3% | $4,323+113.9% | $4,300+115.0% |
| Admin fee / account holder | $16,370 | $4,752+244.5% | $7,360+122.4% | $6,925+136.4% |