Filed February 11, 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 | $308,110 | $88,754+247.2% | $81,820+276.6% | $145,877+111.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.04% | 1031.77%-1007.7pp | 777.93%-753.9pp | 551.28%-527.2pp |
| Employer contribution / active EE | $5,206 | $3,085+68.7% | $2,915+78.6% | $4,663+11.6% |
| Participant deferral / active EE | $11,728 | $4,648+152.4% | $4,323+171.3% | $6,691+75.3% |
| Admin fee / account holder | $15,008 | $8,424+78.2% | $7,391+103.1% | $13,402+12.0% |