Filed April 21, 2021
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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 | $121,532 | $111,814+8.7% | $103,374+17.6% | $145,959-16.7% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 13.85% | 24.77%-10.9pp | 24.89%-11.0pp | 561.95%-548.1pp |
| Employer contribution / active EE | $14,306 | $4,214+239.5% | $3,869+269.7% | $4,661+206.9% |
| Participant deferral / active EE | $13,940 | $5,618+148.1% | $5,058+175.6% | $6,689+108.4% |
| Admin fee / account holder | $1,185 | $9,754-87.9% | $8,394-85.9% | $13,398-91.2% |