Filed January 3, 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 | $77,463 | $54,757+41.5% | $90,304-14.2% | $72,975+6.1% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 19.32% | 30.63%-11.3pp | 78.13%-58.8pp | 81.01%-61.7pp |
| Employer contribution / active EE | $5,794 | $2,093+176.8% | $2,855+103.0% | $2,440+137.5% |
| Participant deferral / active EE | $3,682 | $2,887+27.5% | $3,885-5.2% | $3,608+2.1% |
| Admin fee / account holder | $9,751 | $3,973+145.4% | $5,354+82.1% | $5,124+90.3% |