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 | $61,494 | $59,633+3.1% | - | $59,633+3.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | - | 68.7%+31.3pp |
| Annual return | 0.53% | 2041.40%-2040.9pp | - | 2041.40%-2040.9pp |
| Employer contribution / active EE | $2,040 | $2,203-7.4% | - | $2,203-7.4% |
| Participant deferral / active EE | $2,307 | $3,192-27.7% | - | $3,192-27.7% |
| Admin fee / account holder | $411 | $4,297-90.4% | - | $4,297-90.4% |