Filed February 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 | $136,245 | $58,311+133.7% | $81,882+66.4% | $80,959+68.3% |
| Participation rate | 96.3% | 63.5%+32.8pp | 72.4%+23.9pp | 67.7%+28.6pp |
| Annual return | 13.29% | 41.85%-28.6pp | 779.47%-766.2pp | 35.67%-22.4pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $14,286 | $3,287+334.6% | $4,323+230.5% | $4,300+232.2% |
| Admin fee / account holder | $807 | $4,752-83.0% | $7,360-89.0% | $6,925-88.3% |