Filed October 22, 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 | $423,866 | $227,399+86.4% | $189,758+123.4% | $198,609+113.4% |
| Participation rate | 92.3% | 84.0%+8.3pp | 79.8%+12.5pp | 82.4%+9.9pp |
| Annual return | 14.18% | 61.03%-46.9pp | 52.62%-38.4pp | 202.70%-188.5pp |
| Employer contribution / active EE | $16,655 | $5,526+201.4% | $4,767+249.4% | $5,055+229.5% |
| Participant deferral / active EE | $6,809 | $6,837-0.4% | $5,856+16.3% | $6,977-2.4% |
| Admin fee / account holder | $7,316 | $25,162-70.9% | $20,388-64.1% | $19,030-61.6% |