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 | $56,792 | $45,087+26.0% | $69,483-18.3% | $72,976-22.2% |
| Participation rate | 93.8% | 68.5%+25.3pp | 74.6%+19.2pp | 69.5%+24.3pp |
| Annual return | 19.05% | 22.67%-3.6pp | 28.99%-9.9pp | 81.02%-62.0pp |
| Employer contribution / active EE | $4,561 | $2,055+121.9% | $2,780+64.1% | $2,440+86.9% |
| Participant deferral / active EE | $5,582 | $2,603+114.5% | $3,537+57.9% | $3,608+54.7% |
| Admin fee / account holder | $2,630 | $3,057-14.0% | $3,841-31.5% | $5,124-48.7% |