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 | $57,853 | $60,139-3.8% | $90,461-36.0% | $79,856-27.6% |
| Participation rate | 90.0% | 65.0%+25.0pp | 72.7%+17.3pp | 69.6%+20.4pp |
| Annual return | 10.54% | 71.96%-61.4pp | 1294.76%-1284.2pp | 31.71%-21.2pp |
| Employer contribution / active EE | $4,674 | $2,069+125.9% | $3,264+43.2% | $2,471+89.1% |
| Participant deferral / active EE | $1,200 | $2,939-59.2% | $3,964-69.7% | $3,741-67.9% |
| Admin fee / account holder | $1,179 | $3,978-70.4% | $5,617-79.0% | $5,306-77.8% |