Filed March 29, 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 | $133,650 | $99,994+33.7% | $146,643-8.9% | $85,847+55.7% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 425.05% | 18.93%+406.1pp | 22.75%+402.3pp | 318.61%+106.4pp |
| Employer contribution / active EE | $8,647 | $2,559+237.9% | $4,137+109.0% | $2,565+237.1% |
| Participant deferral / active EE | $0 | $4,006-100.0% | $5,506-100.0% | $3,952-100.0% |
| Admin fee / account holder | $2,489 | $7,703-67.7% | $10,280-75.8% | $6,261-60.2% |