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 | $261,921 | $138,386+89.3% | $184,260+42.1% | $80,935+223.6% |
| Participation rate | 90.9% | 83.9%+7.0pp | 86.8%+4.1pp | 67.7%+23.2pp |
| Annual return | 16.20% | 20.02%-3.8pp | 28.84%-12.6pp | 35.66%-19.5pp |
| Employer contribution / active EE | $10,160 | $4,851+109.5% | $6,427+58.1% | $2,757+268.6% |
| Participant deferral / active EE | $8,104 | $7,076+14.5% | $9,133-11.3% | $4,299+88.5% |
| Admin fee / account holder | $5,302 | $10,489-49.5% | $13,898-61.9% | $6,924-23.4% |