Filed January 8, 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 | $357,641 | $81,446+339.1% | $103,374+246.0% | $80,874+342.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 49.74% | 25.57%+24.2pp | 24.89%+24.8pp | 35.62%+14.1pp |
| Employer contribution / active EE | $2,802 | $3,107-9.8% | $3,869-27.6% | $2,756+1.7% |
| Participant deferral / active EE | $0 | $3,870-100.0% | $5,058-100.0% | $4,297-100.0% |
| Admin fee / account holder | $503 | $6,715-92.5% | $8,394-94.0% | $6,935-92.8% |