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 | $69,140 | $115,810-40.3% | $101,271-31.7% | $158,966-56.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 16.15% | 56.15%-40.0pp | 46.48%-30.3pp | 302.95%-286.8pp |
| Employer contribution / active EE | $2,292 | $4,175-45.1% | $3,660-37.4% | $4,762-51.9% |
| Participant deferral / active EE | $4,371 | $4,958-11.8% | $4,3710% | $5,983-26.9% |
| Admin fee / account holder | $989 | $7,248-86.4% | $5,948-83.4% | $11,250-91.2% |