Filed January 7, 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 | $89,652 | $48,284+85.7% | $67,524+32.8% | $80,911+10.8% |
| Participation rate | 100.0% | 66.4%+33.6pp | 72.9%+27.1pp | 67.6%+32.4pp |
| Annual return | 20.32% | 18.27%+2.1pp | 3519.41%-3499.1pp | 35.63%-15.3pp |
| Employer contribution / active EE | $2,392 | $2,021+18.4% | $2,734-12.5% | $2,756-13.2% |
| Participant deferral / active EE | $8,554 | $2,927+192.3% | $4,001+113.8% | $4,297+99.1% |
| Admin fee / account holder | $2,376 | $3,688-35.6% | $4,001-40.6% | $6,935-65.7% |