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 | $172,246 | $148,629+15.9% | $135,982+26.7% | $139,487+23.5% |
| Participation rate | 88.9% | 83.9%+5.0pp | 81.9%+7.0pp | 80.3%+8.6pp |
| Annual return | 15.99% | 79.33%-63.3pp | 68.32%-52.3pp | 373.84%-357.9pp |
| Employer contribution / active EE | $15,181 | $5,247+189.3% | $4,859+212.4% | $4,755+219.3% |
| Participant deferral / active EE | $21,057 | $8,102+159.9% | $7,760+171.4% | $6,713+213.7% |
| Admin fee / account holder | $33,858 | $12,406+172.9% | $10,767+214.5% | $11,407+196.8% |