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 | $124,166 | $49,255+152.1% | $70,494+76.1% | $79,856+55.5% |
| Participation rate | 95.7% | 69.2%+26.5pp | 75.1%+20.6pp | 69.6%+26.0pp |
| Annual return | 22.93% | 30.10%-7.2pp | 109.16%-86.2pp | 31.71%-8.8pp |
| Employer contribution / active EE | $7,232 | $2,100+244.4% | $2,738+164.1% | $2,471+192.7% |
| Participant deferral / active EE | $12,942 | $2,768+367.5% | $3,711+248.8% | $3,741+246.0% |
| Admin fee / account holder | $3,024 | $2,879+5.0% | $3,848-21.4% | $5,306-43.0% |