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 | $58,643 | $57,305+2.3% | $86,640-32.3% | $75,173-22.0% |
| Participation rate | 96.7% | 63.2%+33.5pp | 71.7%+25.0pp | 67.2%+29.5pp |
| Annual return | 14.70% | 2674.24%-2659.5pp | 592.52%-577.8pp | 160.72%-146.0pp |
| Employer contribution / active EE | $3,568 | $2,316+54.1% | $3,024+18.0% | $2,671+33.6% |
| Participant deferral / active EE | $6,455 | $3,320+94.5% | $4,438+45.5% | $4,126+56.4% |
| Admin fee / account holder | $12,082 | $4,116+193.5% | $5,616+115.1% | $5,651+113.8% |