Filed December 17, 2020
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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 | $32,459 | $99,011-67.2% | $86,582-62.5% | $147,586-78.0% |
| Participation rate | 100.0% | 76.3%+23.7pp | 73.5%+26.5pp | 82.8%+17.2pp |
| Annual return | 20.64% | 1312.75%-1292.1pp | 965.08%-944.4pp | 578.59%-558.0pp |
| Employer contribution / active EE | $2,780 | $3,132-11.3% | $2,839-2.1% | $4,876-43.0% |
| Participant deferral / active EE | $5,064 | $3,972+27.5% | $3,609+40.3% | $5,439-6.9% |
| Admin fee / account holder | $1,167 | $5,709-79.6% | $4,904-76.2% | $10,886-89.3% |