Filed April 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 | $126,034 | $85,766+46.9% | $136,298-7.5% | $70,126+79.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 0.00% | 31.46%-31.5pp | 5156.27%-5156.3pp | 73.15%-73.1pp |
| Employer contribution / active EE | $5,450 | $2,966+83.7% | $4,696+16.1% | $2,343+132.7% |
| Participant deferral / active EE | $5,434 | $5,051+7.6% | $6,247-13.0% | $3,332+63.1% |
| Admin fee / account holder | $5,349 | $5,421-1.3% | $9,244-42.1% | $4,645+15.1% |