Filed June 21, 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 | $56,623 | $48,327+17.2% | $67,575-16.2% | $80,935-30.0% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.7%+27.2pp |
| Annual return | 64.74% | 18.31%+46.4pp | 3528.98%-3464.2pp | 35.66%+29.1pp |
| Employer contribution / active EE | $4,510 | $2,022+123.0% | $2,736+64.9% | $2,757+63.6% |
| Participant deferral / active EE | $7,505 | $2,927+156.4% | $4,003+87.5% | $4,299+74.6% |
| Admin fee / account holder | $5,194 | $3,692+40.7% | $3,993+30.1% | $6,924-25.0% |