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 | $264,800 | $73,978+257.9% | $96,515+174.4% | $75,173+252.3% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 211.57% | 26.72%+184.8pp | 35.73%+175.8pp | 160.72%+50.9pp |
| Employer contribution / active EE | $2,708 | $2,931-7.6% | $3,740-27.6% | $2,671+1.4% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $431 | $5,219-91.7% | $6,735-93.6% | $5,651-92.4% |