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 | $60,851 | $53,837+13.0% | $75,714-19.6% | $85,847-29.1% |
| Participation rate | 96.4% | 69.1%+27.4pp | 74.8%+21.6pp | 69.3%+27.1pp |
| Annual return | 13.05% | 24.54%-11.5pp | 104.62%-91.6pp | 318.61%-305.6pp |
| Employer contribution / active EE | $5,213 | $2,017+158.4% | $2,744+90.0% | $2,565+103.2% |
| Participant deferral / active EE | $6,025 | $2,895+108.1% | $3,820+57.7% | $3,952+52.4% |
| Admin fee / account holder | $11,960 | $3,339+258.2% | $3,619+230.5% | $6,261+91.0% |