Filed August 26, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $253,951 | $223,823+13.5% | $211,142+20.3% | $154,746+64.1% |
| Participation rate | 85.7% | 87.9%-2.1pp | 87.3%-1.6pp | 80.7%+5.0pp |
| Annual return | 13.65% | 50.39%-36.7pp | 46.84%-33.2pp | 172.34%-158.7pp |
| Employer contribution / active EE | $4,577 | $6,787-32.6% | $6,442-28.9% | $4,379+4.5% |
| Participant deferral / active EE | $5,141 | $9,750-47.3% | $9,284-44.6% | $6,730-23.6% |
| Admin fee / account holder | $13,958 | $19,707-29.2% | $19,076-26.8% | $14,365-2.8% |