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 | $322,737 | $103,966+210.4% | $112,923+185.8% | $75,177+329.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 30.51% | 24.54%+6.0pp | 34.13%-3.6pp | 160.75%-130.2pp |
| Employer contribution / active EE | $16,389 | $3,870+323.5% | $4,570+258.6% | $2,671+513.6% |
| Participant deferral / active EE | $12,862 | $5,456+135.8% | $6,520+97.3% | $4,126+211.7% |
| Admin fee / account holder | $67,069 | $7,663+775.2% | $7,046+851.9% | $5,651+1086.8% |