Filed March 9, 2022
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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 | $90,077 | $45,050+99.9% | $63,018+42.9% | $70,126+28.5% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 19.00% | 18.76%+0.2pp | 87.62%-68.6pp | 73.15%-54.2pp |
| Employer contribution / active EE | $8,686 | $2,052+323.3% | $2,761+214.6% | $2,343+270.8% |
| Participant deferral / active EE | $14,760 | $2,466+498.6% | $3,330+343.3% | $3,332+343.0% |
| Admin fee / account holder | $5,999 | $2,834+111.7% | $3,601+66.6% | $4,645+29.1% |