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 | $88,710+247.3% | $81,783+276.7% | $145,959+111.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.04% | 1027.26%-1003.2pp | 775.05%-751.0pp | 561.95%-537.9pp |
| Employer contribution / active EE | $5,206 | $3,083+68.8% | $2,913+78.7% | $4,661+11.7% |
| Participant deferral / active EE | $11,728 | $4,645+152.5% | $4,320+171.5% | $6,689+75.4% |
| Admin fee / account holder | $15,008 | $8,407+78.5% | $7,380+103.4% | $13,398+12.0% |