Filed October 13, 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 | $280,230 | $40,263+596.0% | $57,347+388.7% | $59,632+369.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | 2.45% | 27.50%-25.1pp | 24.40%-22.0pp | 2041.32%-2038.9pp |
| Employer contribution / active EE | $5,512 | $1,922+186.8% | $2,689+105.0% | $2,203+150.3% |
| Participant deferral / active EE | $4,096 | $2,400+70.7% | $3,162+29.5% | $3,192+28.3% |
| Admin fee / account holder | $13,747 | $2,819+387.7% | $3,356+309.6% | $4,297+219.9% |