Filed March 30, 2021
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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 | $311,437 | $143,969+116.3% | $199,883+55.8% | $82,637+276.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 86.8%+13.2pp | 68.1%+31.9pp |
| Annual return | 18.64% | 25.67%-7.0pp | 43.81%-25.2pp | 53.51%-34.9pp |
| Employer contribution / active EE | $10,012 | $4,632+116.1% | $6,261+59.9% | $2,552+292.3% |
| Participant deferral / active EE | $7,734 | $6,937+11.5% | $9,138-15.4% | $4,126+87.4% |
| Admin fee / account holder | $10,058 | $14,597-31.1% | $17,268-41.7% | $7,339+37.1% |