Filed November 24, 2021
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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 | $37,220 | $129,737-71.3% | $119,126-68.8% | $154,746-75.9% |
| Participation rate | 75.0% | 78.9%-3.9pp | 75.8%-0.8pp | 80.7%-5.7pp |
| Annual return | 12.71% | 379.08%-366.4pp | 282.11%-269.4pp | 172.34%-159.6pp |
| Employer contribution / active EE | $12,500 | $4,375+185.7% | $4,034+209.9% | $4,379+185.4% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $488 | $11,961-95.9% | $10,693-95.4% | $14,365-96.6% |