Filed October 4, 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 | $379,951 | $90,674+319.0% | $96,707+292.9% | $82,448+360.8% |
| Participation rate | 95.5% | 75.9%+19.5pp | 80.4%+15.1pp | 68.1%+27.4pp |
| Annual return | 15.20% | 49.05%-33.8pp | 34.78%-19.6pp | 41.64%-26.4pp |
| Employer contribution / active EE | $19,642 | $3,975+394.2% | $4,191+368.7% | $2,551+670.0% |
| Participant deferral / active EE | $12,370 | $5,696+117.2% | $5,997+106.3% | $4,139+198.8% |
| Admin fee / account holder | $52,737 | $7,568+596.8% | $7,503+602.9% | $7,234+629.0% |