Filed August 17, 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 | $114,140 | $72,071+58.4% | $68,368+67.0% | $137,256-16.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 15.30% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $11,790 | $2,788+322.9% | $2,649+345.1% | $4,156+183.7% |
| Participant deferral / active EE | $2,838 | $4,410-35.6% | $4,123-31.2% | $6,407-55.7% |
| Admin fee / account holder | $3,194 | $5,336-40.1% | $5,150-38.0% | $12,270-74.0% |