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 | $127,010 | $115,796+9.7% | $101,264+25.4% | $158,950-20.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 11.20% | 56.15%-45.0pp | 46.48%-35.3pp | 302.91%-291.7pp |
| Employer contribution / active EE | $10,311 | $4,175+147.0% | $3,660+181.7% | $4,762+116.5% |
| Participant deferral / active EE | $8,679 | $4,958+75.1% | $4,370+98.6% | $5,983+45.1% |
| Admin fee / account holder | $1,682 | $7,247-76.8% | $5,947-71.7% | $11,248-85.0% |