Filed April 5, 2022
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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 | $58,950 | $48,314+22.0% | $67,561-12.7% | $80,925-27.2% |
| Participation rate | 97.1% | 66.4%+30.7pp | 72.9%+24.2pp | 67.7%+29.5pp |
| Annual return | 14.26% | 18.28%-4.0pp | 3525.44%-3511.2pp | 35.65%-21.4pp |
| Employer contribution / active EE | $5,055 | $2,022+150.0% | $2,735+84.8% | $2,756+83.4% |
| Participant deferral / active EE | $5,127 | $2,927+75.2% | $4,003+28.1% | $4,299+19.3% |
| Admin fee / account holder | $3,921 | $3,690+6.3% | $4,006-2.1% | $6,940-43.5% |