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 | $269,694 | $39,132+589.2% | $57,196+371.5% | $62,881+328.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.01% | 9.24%-3.2pp | 14.59%-8.6pp | 20.14%-14.1pp |
| Employer contribution / active EE | $8,914 | $1,874+375.7% | $2,683+232.3% | $2,281+290.8% |
| Participant deferral / active EE | $5,025 | $2,374+111.7% | $3,096+62.3% | $3,203+56.9% |
| Admin fee / account holder | $19,883 | $2,594+666.5% | $3,141+533.1% | $4,296+362.9% |