Filed March 29, 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 | $58,039 | $107,363-45.9% | $92,909-37.5% | $152,897-62.0% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 181.44% | 145.63%+35.8pp | 109.44%+72.0pp | 345.43%-164.0pp |
| Employer contribution / active EE | $7,238 | $4,222+71.4% | $3,653+98.1% | $4,764+51.9% |
| Participant deferral / active EE | $3,696 | $4,848-23.8% | $4,238-12.8% | $5,851-36.8% |
| Admin fee / account holder | $1,972 | $7,082-72.2% | $5,795-66.0% | $11,599-83.0% |