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 | $36,294 | $104,664-65.3% | $85,693-57.6% | $167,518-78.3% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 10.06% | 21.45%-11.4pp | 21.49%-11.4pp | 478.71%-468.6pp |
| Employer contribution / active EE | $1,110 | $3,337-66.7% | $2,618-57.6% | $4,838-77.1% |
| Participant deferral / active EE | $2,189 | $4,824-54.6% | $3,923-44.2% | $6,342-65.5% |
| Admin fee / account holder | $11,946 | $10,032+19.1% | $6,874+73.8% | $12,312-3.0% |