Filed January 21, 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 | $613,484 | $106,524+475.9% | $152,301+302.8% | $87,485+601.2% |
| Participation rate | 97.2% | 75.8%+21.4pp | 82.4%+14.7pp | 68.9%+28.3pp |
| Annual return | 25.68% | 26.89%-1.2pp | 80.50%-54.8pp | 26.06%-0.4pp |
| Employer contribution / active EE | $24,998 | $3,371+641.5% | $4,624+440.6% | $2,596+862.9% |
| Participant deferral / active EE | $5,789 | $6,525-11.3% | $8,004-27.7% | $4,274+35.5% |
| Admin fee / account holder | $25,528 | $8,287+208.1% | $14,398+77.3% | $7,775+228.3% |