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 | $90,530-50.8% | $76,030-41.4% | $145,897-69.5% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.1%+30.9pp | 80.3%+19.7pp |
| Annual return | 11.75% | 625.08%-613.3pp | 361.54%-349.8pp | 552.29%-540.5pp |
| Employer contribution / active EE | $693 | $3,319-79.1% | $2,688-74.2% | $4,663-85.1% |
| Participant deferral / active EE | $1,914 | $5,164-62.9% | $4,257-55.1% | $6,689-71.4% |
| Admin fee / account holder | $1,026 | $8,383-87.8% | $6,421-84.0% | $13,390-92.3% |