Filed September 13, 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 | $62,280 | $48,327+28.9% | $67,575-7.8% | $80,935-23.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.7%+26.2pp |
| Annual return | 11.79% | 18.31%-6.5pp | 3528.98%-3517.2pp | 35.66%-23.9pp |
| Employer contribution / active EE | $5,094 | $2,022+151.9% | $2,736+86.2% | $2,757+84.8% |
| Participant deferral / active EE | $1,435 | $2,927-51.0% | $4,003-64.1% | $4,299-66.6% |
| Admin fee / account holder | $614 | $3,692-83.4% | $3,993-84.6% | $6,924-91.1% |