Filed October 1, 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 | $313,693 | $99,079+216.6% | $78,002+302.2% | $273,973+14.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.45% | 217.93%-209.5pp | 425.99%-417.5pp | 41.46%-33.0pp |
| Employer contribution / active EE | $14,136 | $3,308+327.4% | $2,470+472.3% | $4,869+190.3% |
| Participant deferral / active EE | $8,592 | $4,306+99.5% | $3,497+145.7% | $5,287+62.5% |
| Admin fee / account holder | $1,378 | $8,954-84.6% | $5,481-74.9% | $10,133-86.4% |