Filed January 21, 2021
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Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,339 | $45,087+9.4% | $69,483-29.0% | $72,976-32.4% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 326.99% | 22.67%+304.3pp | 28.99%+298.0pp | 81.02%+246.0pp |
| Employer contribution / active EE | $1,551 | $2,055-24.6% | $2,780-44.2% | $2,440-36.5% |
| Participant deferral / active EE | $1,175 | $2,603-54.9% | $3,537-66.8% | $3,608-67.4% |
| Admin fee / account holder | $306 | $3,057-90.0% | $3,841-92.0% | $5,124-94.0% |