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 | $60,117 | $53,128+13.2% | $86,582-30.6% | $70,126-14.3% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 13.48% | 27.66%-14.2pp | 965.08%-951.6pp | 73.15%-59.7pp |
| Employer contribution / active EE | $2,909 | $2,068+40.7% | $2,839+2.4% | $2,343+24.2% |
| Participant deferral / active EE | $5,799 | $2,695+115.2% | $3,609+60.7% | $3,332+74.1% |
| Admin fee / account holder | $6,081 | $3,584+69.7% | $4,904+24.0% | $4,645+30.9% |