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 | $114,119-67.4% | $107,187-65.3% | $138,895-73.2% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.0%0pp | 79.9%-4.9pp |
| Annual return | 12.71% | 273.21%-260.5pp | 204.55%-191.8pp | 145.39%-132.7pp |
| Employer contribution / active EE | $12,500 | $4,059+208.0% | $3,782+230.5% | $4,194+198.0% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $488 | $10,024-95.1% | $9,162-94.7% | $12,562-96.1% |