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 | $209,716 | $197,603+6.1% | $177,827+17.9% | $158,950+31.9% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.7%+12.3pp | 82.0%+18.0pp |
| Annual return | 18.85% | 58.76%-39.9pp | 48.32%-29.5pp | 302.91%-284.1pp |
| Employer contribution / active EE | $10,686 | $6,698+59.6% | $5,918+80.6% | $4,762+124.4% |
| Participant deferral / active EE | $9,706 | $8,404+15.5% | $7,713+25.8% | $5,983+62.2% |
| Admin fee / account holder | $44,742 | $15,402+190.5% | $12,429+260.0% | $11,248+297.8% |