Filed January 17, 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 | $73,017 | $160,070-54.4% | $147,117-50.4% | $145,897-50.0% |
| Participation rate | 84.6% | 84.0%+0.6pp | 82.2%+2.4pp | 80.3%+4.3pp |
| Annual return | 14.57% | 98.69%-84.1pp | 420.54%-406.0pp | 552.29%-537.7pp |
| Employer contribution / active EE | $3,303 | $5,285-37.5% | $4,932-33.0% | $4,663-29.2% |
| Participant deferral / active EE | $11,210 | $8,419+33.1% | $8,065+39.0% | $6,689+67.6% |
| Admin fee / account holder | $566 | $15,035-96.2% | $12,993-95.6% | $13,390-95.8% |