Filed December 22, 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 | $248,719 | $93,617+165.7% | $135,982+82.9% | $75,177+230.8% |
| Participation rate | 85.5% | 75.2%+10.3pp | 81.9%+3.6pp | 67.2%+18.3pp |
| Annual return | 50.96% | 30.89%+20.1pp | 68.32%-17.4pp | 160.75%-109.8pp |
| Employer contribution / active EE | $16,893 | $3,538+377.4% | $4,859+247.7% | $2,671+532.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $5,297 | $6,980-24.1% | $10,767-50.8% | $5,651-6.3% |