Filed March 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 | $82,371 | $145,431-43.4% | $211,142-61.0% | $87,485-5.8% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.3%+12.7pp | 68.9%+31.1pp |
| Annual return | 21.41% | 27.21%-5.8pp | 46.84%-25.4pp | 26.06%-4.7pp |
| Employer contribution / active EE | $4,979 | $4,662+6.8% | $6,442-22.7% | $2,596+91.8% |
| Participant deferral / active EE | $4,611 | $6,859-32.8% | $9,284-50.3% | $4,274+7.9% |
| Admin fee / account holder | $5,590 | $17,052-67.2% | $19,076-70.7% | $7,775-28.1% |