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 | $186,817 | $160,028+16.7% | $147,080+27.0% | $145,884+28.1% |
| Participation rate | 90.9% | 84.0%+6.9pp | 82.2%+8.7pp | 80.3%+10.6pp |
| Annual return | 11.79% | 98.60%-86.8pp | 420.17%-408.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $9,007 | $5,286+70.4% | $4,933+82.6% | $4,662+93.2% |
| Participant deferral / active EE | $17,448 | $8,422+107.2% | $8,066+116.3% | $6,690+160.8% |
| Admin fee / account holder | $6,722 | $15,030-55.3% | $12,989-48.3% | $13,392-49.8% |