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 | $66,055 | $60,139+9.8% | $90,461-27.0% | $79,856-17.3% |
| Participation rate | 97.6% | 65.0%+32.6pp | 72.7%+24.9pp | 69.6%+28.0pp |
| Annual return | 13.27% | 71.96%-58.7pp | 1294.76%-1281.5pp | 31.71%-18.4pp |
| Employer contribution / active EE | $3,903 | $2,069+88.7% | $3,264+19.6% | $2,471+57.9% |
| Participant deferral / active EE | $6,934 | $2,939+135.9% | $3,964+74.9% | $3,741+85.4% |
| Admin fee / account holder | $5,235 | $3,978+31.6% | $5,617-6.8% | $5,306-1.4% |