Filed November 12, 2020
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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 | $319,106 | $156,398+104.0% | $147,318+116.6% | $138,895+129.7% |
| Participation rate | 83.3% | 83.8%-0.4pp | 82.1%+1.3pp | 79.9%+3.4pp |
| Annual return | 14.15% | 78.75%-64.6pp | 70.43%-56.3pp | 145.39%-131.2pp |
| Employer contribution / active EE | $3,444 | $4,853-29.0% | $4,593-25.0% | $4,194-17.9% |
| Participant deferral / active EE | $9,600 | $8,237+16.5% | $7,906+21.4% | $6,396+50.1% |
| Admin fee / account holder | $14,142 | $14,976-5.6% | $13,708+3.2% | $12,562+12.6% |