Filed August 2, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $450,058 | $143,969+212.6% | $199,883+125.2% | $82,637+444.6% |
| Participation rate | 93.8% | 84.1%+9.6pp | 86.8%+7.0pp | 68.1%+25.7pp |
| Annual return | 67.79% | 25.67%+42.1pp | 43.81%+24.0pp | 53.51%+14.3pp |
| Employer contribution / active EE | $26,777 | $4,632+478.0% | $6,261+327.7% | $2,552+949.2% |
| Participant deferral / active EE | $0 | $6,937-100.0% | $9,138-100.0% | $4,126-100.0% |
| Admin fee / account holder | $7,586 | $14,597-48.0% | $17,268-56.1% | $7,339+3.4% |