Filed November 3, 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 | $44,571 | $90,614-50.8% | $76,089-41.4% | $145,877-69.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 623.80%-612.0pp | 360.94%-349.2pp | 551.28%-539.5pp |
| Employer contribution / active EE | $693 | $3,324-79.2% | $2,690-74.3% | $4,663-85.1% |
| Participant deferral / active EE | $1,914 | $5,168-63.0% | $4,259-55.1% | $6,691-71.4% |
| Admin fee / account holder | $1,026 | $8,376-87.8% | $6,418-84.0% | $13,402-92.3% |