Filed December 7, 2020
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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 | $35,649 | $106,749-66.6% | $145,433-75.5% | $82,448-56.8% |
| Participation rate | 90.4% | 75.6%+14.8pp | 82.1%+8.3pp | 68.1%+22.3pp |
| Annual return | 70.70% | 27.59%+43.1pp | 66.58%+4.1pp | 41.64%+29.1pp |
| Employer contribution / active EE | $4,734 | $3,444+37.4% | $4,554+3.9% | $2,551+85.6% |
| Participant deferral / active EE | $0 | $6,519-100.0% | $7,897-100.0% | $4,139-100.0% |
| Admin fee / account holder | $639 | $8,390-92.4% | $13,129-95.1% | $7,234-91.2% |