Filed November 23, 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 | $208,361 | $160,059+30.2% | $140,019+48.8% | $135,382+53.9% |
| Participation rate | 94.4% | 88.5%+5.9pp | 87.5%+6.9pp | 82.6%+11.8pp |
| Annual return | 12.78% | 911.44%-898.7pp | 651.15%-638.4pp | 519.77%-507.0pp |
| Employer contribution / active EE | $10,069 | $6,420+56.9% | $5,605+79.6% | $4,779+110.7% |
| Participant deferral / active EE | $9,659 | $7,641+26.4% | $6,927+39.5% | $5,609+72.2% |
| Admin fee / account holder | $16,559 | $13,328+24.2% | $10,705+54.7% | $10,829+52.9% |