Filed February 25, 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 | $221,277 | $134,817+64.1% | $123,973+78.5% | $155,188+42.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.7%+23.3pp | 80.8%+19.2pp |
| Annual return | 15.93% | 515.49%-499.6pp | 388.13%-372.2pp | 148.84%-132.9pp |
| Employer contribution / active EE | $8,798 | $4,425+98.8% | $4,126+113.2% | $4,248+107.1% |
| Participant deferral / active EE | $12,487 | $5,706+118.8% | $5,247+138.0% | $6,531+91.2% |
| Admin fee / account holder | $4,595 | $13,245-65.3% | $11,799-61.1% | $14,480-68.3% |