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 | $46,226 | $43,344+6.6% | $59,899-22.8% | $64,173-28.0% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 3.27% | -1.55%+4.8pp | 3.46%-0.2pp | 7.63%-4.4pp |
| Employer contribution / active EE | $4,440 | $2,030+118.7% | $2,723+63.1% | $2,381+86.5% |
| Participant deferral / active EE | $5,007 | $2,547+96.5% | $3,402+47.2% | $3,470+44.3% |
| Admin fee / account holder | $4,491 | $3,008+49.3% | $3,592+25.0% | $4,887-8.1% |