Filed July 9, 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 | $13,440 | $102,595-86.9% | $94,057-85.7% | $154,746-91.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 80.7%-5.7pp |
| Annual return | 13.15% | 583.42%-570.3pp | 480.62%-467.5pp | 172.34%-159.2pp |
| Employer contribution / active EE | $715 | $3,147-77.3% | $2,933-75.6% | $4,379-83.7% |
| Participant deferral / active EE | $2,860 | $5,118-44.1% | $4,709-39.3% | $6,730-57.5% |
| Admin fee / account holder | $1,801 | $7,736-76.7% | $7,244-75.1% | $14,365-87.5% |