Filed June 11, 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 | $111,100 | $64,729+71.6% | $112,263-1.0% | $68,490+62.2% |
| Participation rate | 94.9% | 67.2%+27.7pp | 75.1%+19.8pp | 67.9%+27.0pp |
| Annual return | 42.72% | -11.40%+54.1pp | 27.49%+15.2pp | -7.85%+50.6pp |
| Employer contribution / active EE | $15,145 | $2,746+451.5% | $3,636+316.5% | $2,597+483.2% |
| Participant deferral / active EE | $0 | $3,566-100.0% | $4,729-100.0% | $4,028-100.0% |
| Admin fee / account holder | $3,426 | $5,222-34.4% | $6,410-46.6% | $5,403-36.6% |