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 | $176,581 | $165,381+6.8% | $149,730+17.9% | $158,966+11.1% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | 15.80% | 348.29%-332.5pp | 276.70%-260.9pp | 302.95%-287.2pp |
| Employer contribution / active EE | $7,312 | $5,104+43.3% | $4,645+57.4% | $4,762+53.5% |
| Participant deferral / active EE | $5,172 | $7,182-28.0% | $6,843-24.4% | $5,983-13.6% |
| Admin fee / account holder | $42,918 | $10,809+297.0% | $9,310+361.0% | $11,250+281.5% |