Filed November 9, 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 | $97,299 | $93,598+4.0% | $135,974-28.4% | $75,173+29.4% |
| Participation rate | 84.0% | 75.2%+8.8pp | 81.9%+2.1pp | 67.2%+16.8pp |
| Annual return | 21.15% | 30.89%-9.7pp | 68.30%-47.2pp | 160.72%-139.6pp |
| Employer contribution / active EE | $7,024 | $3,538+98.5% | $4,859+44.6% | $2,671+163.0% |
| Participant deferral / active EE | $20,999 | $6,405+227.8% | $7,760+170.6% | $4,126+408.9% |
| Admin fee / account holder | $26,610 | $6,978+281.4% | $10,767+147.2% | $5,651+370.9% |