Filed January 25, 2021
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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 | $95,787 | $73,532+30.3% | $178,505-46.3% | $74,478+28.6% |
| Participation rate | 71.5% | 66.6%+4.9pp | 77.1%-5.6pp | 67.2%+4.3pp |
| Annual return | 17.36% | 17.49%-0.1pp | 27.16%-9.8pp | 1370.56%-1353.2pp |
| Employer contribution / active EE | $3,950 | $2,221+77.9% | $3,955-0.1% | $2,626+50.4% |
| Participant deferral / active EE | $5,484 | $4,519+21.4% | $6,280-12.7% | $4,350+26.1% |
| Admin fee / account holder | $2,337 | $1,813+28.9% | $10,428-77.6% | $1,946+20.1% |