Filed February 25, 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 | $76,024 | $150,447-49.5% | $136,298-44.2% | $147,586-48.5% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 15.10% | 1049.15%-1034.1pp | 5156.27%-5141.2pp | 578.59%-563.5pp |
| Employer contribution / active EE | $11,416 | $5,256+117.2% | $4,696+143.1% | $4,876+134.1% |
| Participant deferral / active EE | $6,450 | $6,631-2.7% | $6,247+3.2% | $5,439+18.6% |
| Admin fee / account holder | $930 | $10,906-91.5% | $9,244-89.9% | $10,886-91.5% |