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 | $73,955+258.1% | $96,520+174.3% | $75,181+252.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 211.57% | 26.72%+184.9pp | 35.72%+175.9pp | 160.69%+50.9pp |
| Employer contribution / active EE | $2,708 | $2,930-7.6% | $3,739-27.6% | $2,671+1.4% |
| Participant deferral / active EE | $0 | $3,659-100.0% | $4,879-100.0% | $4,126-100.0% |
| Admin fee / account holder | $431 | $5,217-91.7% | $6,733-93.6% | $5,650-92.4% |