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 | $48,284+17.3% | $67,524-16.1% | $80,911-30.0% |
| Participation rate | 94.9% | 66.4%+28.5pp | 72.9%+22.0pp | 67.6%+27.2pp |
| Annual return | 64.74% | 18.27%+46.5pp | 3519.41%-3454.7pp | 35.63%+29.1pp |
| Employer contribution / active EE | $4,510 | $2,021+123.1% | $2,734+65.0% | $2,756+63.6% |
| Participant deferral / active EE | $7,505 | $2,927+156.4% | $4,001+87.6% | $4,297+74.6% |
| Admin fee / account holder | $5,194 | $3,688+40.8% | $4,001+29.8% | $6,935-25.1% |