Filed December 31, 2020
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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 | $51,723 | $162,136-68.1% | $152,301-66.0% | $154,746-66.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 82.4%+17.6pp | 80.7%+19.3pp |
| Annual return | 15.90% | 91.02%-75.1pp | 80.50%-64.6pp | 172.34%-156.4pp |
| Employer contribution / active EE | $3,780 | $4,890-22.7% | $4,624-18.3% | $4,379-13.7% |
| Participant deferral / active EE | $9,445 | $8,341+13.2% | $8,004+18.0% | $6,730+40.3% |
| Admin fee / account holder | $17,062 | $15,759+8.3% | $14,398+18.5% | $14,365+18.8% |