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 | $51,194 | $67,396-24.0% | $60,919-16.0% | $134,545-62.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.50% | 50.12%-65.6pp | 16.96%-32.5pp | 418.37%-433.9pp |
| Employer contribution / active EE | $6,040 | $3,101+94.8% | $2,704+123.4% | $4,742+27.4% |
| Participant deferral / active EE | $6,855 | $4,534+51.2% | $3,814+79.7% | $6,401+7.1% |
| Admin fee / account holder | $2,457 | $4,590-46.5% | $3,228-23.9% | $11,431-78.5% |