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 | $98,125 | $45,082+117.7% | $69,464+41.3% | $72,975+34.5% |
| Participation rate | 95.3% | 68.5%+26.9pp | 74.6%+20.7pp | 69.5%+25.9pp |
| Annual return | 27.70% | 22.66%+5.0pp | 28.98%-1.3pp | 81.01%-53.3pp |
| Employer contribution / active EE | $8,108 | $2,055+294.5% | $2,779+191.7% | $2,440+232.3% |
| Participant deferral / active EE | $14,044 | $2,604+439.4% | $3,536+297.2% | $3,608+289.3% |
| Admin fee / account holder | $6,579 | $3,057+115.2% | $3,840+71.3% | $5,124+28.4% |