Filed July 8, 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 | $17,351 | $88,815-80.5% | $81,882-78.8% | $145,897-88.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 10.41% | 1033.75%-1023.3pp | 779.47%-769.1pp | 552.29%-541.9pp |
| Employer contribution / active EE | $4,896 | $3,086+58.6% | $2,916+67.9% | $4,663+5.0% |
| Participant deferral / active EE | $5,654 | $4,647+21.7% | $4,323+30.8% | $6,689-15.5% |
| Admin fee / account holder | $3,514 | $8,434-58.3% | $7,360-52.3% | $13,390-73.8% |