Filed April 28, 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 | $77,711 | $82,637-6.0% | $87,989-11.7% | $82,637-6.0% |
| Participation rate | 100.0% | 68.1%+31.9pp | 63.6%+36.4pp | 68.1%+31.9pp |
| Annual return | 14.59% | 53.51%-38.9pp | 15.56%-1.0pp | 53.51%-38.9pp |
| Employer contribution / active EE | $2,240 | $2,552-12.2% | $3,527-36.5% | $2,552-12.2% |
| Participant deferral / active EE | $2,723 | $4,126-34.0% | $6,172-55.9% | $4,126-34.0% |
| Admin fee / account holder | $7,465 | $7,339+1.7% | $3,281+127.5% | $7,339+1.7% |