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 | $48,314+28.9% | $67,561-7.8% | $80,925-23.0% |
| Participation rate | 93.9% | 66.4%+27.5pp | 72.9%+21.0pp | 67.7%+26.2pp |
| Annual return | 11.79% | 18.28%-6.5pp | 3525.44%-3513.7pp | 35.65%-23.9pp |
| Employer contribution / active EE | $5,094 | $2,022+152.0% | $2,735+86.3% | $2,756+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 | $3,690-83.4% | $4,006-84.7% | $6,940-91.2% |