Filed January 25, 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 | $129,093 | $82,678+56.1% | $125,391+3.0% | $68,490+88.5% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.02% | -5.97%-12.1pp | 572.41%-590.4pp | -7.85%-10.2pp |
| Employer contribution / active EE | $13,180 | $3,382+289.7% | $4,816+173.7% | $2,597+407.6% |
| Participant deferral / active EE | $21,456 | $6,111+251.1% | $7,448+188.1% | $4,028+432.7% |
| Admin fee / account holder | $23,654 | $6,277+276.8% | $10,009+136.3% | $5,403+337.8% |