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 | $88,815+246.9% | $81,882+276.3% | $145,897+111.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.04% | 1033.75%-1009.7pp | 779.47%-755.4pp | 552.29%-528.2pp |
| Employer contribution / active EE | $5,206 | $3,086+68.7% | $2,916+78.5% | $4,663+11.6% |
| Participant deferral / active EE | $11,728 | $4,647+152.4% | $4,323+171.3% | $6,689+75.3% |
| Admin fee / account holder | $15,008 | $8,434+77.9% | $7,360+103.9% | $13,390+12.1% |