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 | $61,356 | $54,757+12.0% | $90,304-32.1% | $72,975-15.9% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.3%+17.2pp | 69.5%+21.0pp |
| Annual return | 21.52% | 30.63%-9.1pp | 78.13%-56.6pp | 81.01%-59.5pp |
| Employer contribution / active EE | $3,425 | $2,093+63.6% | $2,855+20.0% | $2,440+40.4% |
| Participant deferral / active EE | $6,263 | $2,887+116.9% | $3,885+61.2% | $3,608+73.6% |
| Admin fee / account holder | $3,376 | $3,973-15.0% | $5,354-36.9% | $5,124-34.1% |