Filed February 28, 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 | $276,818 | $86,949+218.4% | $102,460+170.2% | $80,959+241.9% |
| Participation rate | 96.3% | 72.4%+23.9pp | 76.5%+19.8pp | 67.7%+28.6pp |
| Annual return | 103.22% | 18.89%+84.3pp | 29.47%+73.7pp | 35.67%+67.6pp |
| Employer contribution / active EE | $11,428 | $2,370+382.3% | $3,025+277.8% | $2,757+314.5% |
| Participant deferral / active EE | $0 | $4,121-100.0% | $5,056-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,719 | $8,048-41.4% | $9,460-50.1% | $6,925-31.9% |