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 | $60,244 | $153,769-60.8% | $133,975-55.0% | $273,972-78.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 5.48% | 36.51%-31.0pp | 29.29%-23.8pp | 41.46%-36.0pp |
| Employer contribution / active EE | $1,325 | $6,029-78.0% | $5,211-74.6% | $4,869-72.8% |
| Participant deferral / active EE | $3,311 | $6,958-52.4% | $6,282-47.3% | $5,287-37.4% |
| Admin fee / account holder | $7,290 | $11,765-38.0% | $9,324-21.8% | $10,133-28.1% |