Filed April 29, 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 | $199,711 | $160,028+24.8% | $147,080+35.8% | $145,884+36.9% |
| Participation rate | 88.9% | 84.0%+4.9pp | 82.2%+6.7pp | 80.3%+8.6pp |
| Annual return | 10.12% | 98.60%-88.5pp | 420.17%-410.0pp | 551.85%-541.7pp |
| Employer contribution / active EE | $3,216 | $5,286-39.2% | $4,933-34.8% | $4,662-31.0% |
| Participant deferral / active EE | $8,662 | $8,422+2.9% | $8,066+7.4% | $6,690+29.5% |
| Admin fee / account holder | $130,987 | $15,030+771.5% | $12,989+908.5% | $13,392+878.1% |