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 | $59,692 | $53,837+10.9% | $75,714-21.2% | $85,847-30.5% |
| Participation rate | 97.9% | 69.1%+28.9pp | 74.8%+23.1pp | 69.3%+28.6pp |
| Annual return | 15.63% | 24.54%-8.9pp | 104.62%-89.0pp | 318.61%-303.0pp |
| Employer contribution / active EE | $1,737 | $2,017-13.9% | $2,744-36.7% | $2,565-32.3% |
| Participant deferral / active EE | $2,589 | $2,895-10.6% | $3,820-32.2% | $3,952-34.5% |
| Admin fee / account holder | $3,880 | $3,339+16.2% | $3,619+7.2% | $6,261-38.0% |