Filed October 4, 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 | $45,190 | $133,998-66.3% | $112,263-59.7% | $134,545-66.4% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.1%+11.3pp | 81.2%+5.1pp |
| Annual return | 67.46% | 47.17%+20.3pp | 27.49%+40.0pp | 418.37%-350.9pp |
| Employer contribution / active EE | $15,353 | $4,040+280.0% | $3,636+322.2% | $4,742+223.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $5,634 | $7,493-24.8% | $6,410-12.1% | $11,431-50.7% |