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 | $88,702+247.4% | $81,780+276.8% | $145,978+111.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 24.04% | 1029.12%-1005.1pp | 776.27%-752.2pp | 550.52%-526.5pp |
| Employer contribution / active EE | $5,206 | $3,084+68.8% | $2,914+78.7% | $4,662+11.7% |
| Participant deferral / active EE | $11,728 | $4,645+152.5% | $4,321+171.5% | $6,690+75.3% |
| Admin fee / account holder | $15,008 | $8,414+78.4% | $7,384+103.3% | $13,400+12.0% |