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 | $138,276 | $53,837+156.8% | $75,717+82.6% | $85,856+61.1% |
| Participation rate | 94.2% | 69.1%+25.2pp | 74.8%+19.4pp | 69.3%+24.9pp |
| Annual return | 18.63% | 24.54%-5.9pp | 104.58%-86.0pp | 318.58%-300.0pp |
| Employer contribution / active EE | $7,101 | $2,017+252.0% | $2,743+158.9% | $2,565+176.8% |
| Participant deferral / active EE | $12,862 | $2,895+344.3% | $3,821+236.6% | $3,952+225.5% |
| Admin fee / account holder | $6,997 | $3,341+109.4% | $3,619+93.3% | $6,261+11.8% |