Filed January 7, 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 | $173,043 | $72,273+139.4% | $101,275+70.9% | $79,856+116.7% |
| Participation rate | 96.6% | 68.5%+28.1pp | 75.8%+20.7pp | 69.6%+26.9pp |
| Annual return | 17.68% | 22.30%-4.6pp | 46.48%-28.8pp | 31.71%-14.0pp |
| Employer contribution / active EE | $13,614 | $2,691+405.9% | $3,660+272.0% | $2,471+450.9% |
| Participant deferral / active EE | $0 | $3,282-100.0% | $4,371-100.0% | $3,741-100.0% |
| Admin fee / account holder | $12,735 | $4,401+189.4% | $5,948+114.1% | $5,306+140.0% |