Filed December 14, 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 | $148,697 | $157,296-5.5% | $141,191+5.3% | $152,897-2.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.5%+17.5pp |
| Annual return | 27.82% | 64.34%-36.5pp | 71.41%-43.6pp | 345.43%-317.6pp |
| Employer contribution / active EE | $6,565 | $5,262+24.7% | $4,736+38.6% | $4,764+37.8% |
| Participant deferral / active EE | $6,226 | $7,111-12.4% | $6,710-7.2% | $5,851+6.4% |
| Admin fee / account holder | $583 | $12,125-95.2% | $10,264-94.3% | $11,599-95.0% |