Filed January 20, 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 | $164,685 | $102,393+60.8% | $147,041+12.0% | $80,911+103.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.6%+32.4pp |
| Annual return | 21.03% | 134.95%-113.9pp | 419.21%-398.2pp | 35.63%-14.6pp |
| Employer contribution / active EE | $7,848 | $3,715+111.2% | $4,935+59.0% | $2,756+184.8% |
| Participant deferral / active EE | $12,602 | $6,647+89.6% | $8,071+56.1% | $4,297+193.3% |
| Admin fee / account holder | $1,871 | $7,943-76.4% | $13,006-85.6% | $6,935-73.0% |