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 | $59,823 | $60,119-0.5% | $90,430-33.8% | $79,858-25.1% |
| Participation rate | 98.4% | 65.0%+33.4pp | 72.7%+25.7pp | 69.6%+28.8pp |
| Annual return | 11.78% | 71.94%-60.2pp | 1293.73%-1281.9pp | 31.72%-19.9pp |
| Employer contribution / active EE | $5,832 | $2,068+182.0% | $3,262+78.8% | $2,471+136.0% |
| Participant deferral / active EE | $3,572 | $2,938+21.6% | $3,963-9.8% | $3,740-4.5% |
| Admin fee / account holder | $12,231 | $3,976+207.6% | $5,613+117.9% | $5,306+130.5% |