Filed December 30, 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 | $158,041 | $183,988-14.1% | $162,177-2.6% | $152,897+3.4% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.6%-4.2pp | 82.5%+0.9pp |
| Annual return | 16.61% | 150.79%-134.2pp | 115.60%-99.0pp | 345.43%-328.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $14,321 | $8,032+78.3% | $7,297+96.3% | $5,851+144.8% |
| Admin fee / account holder | $27,256 | $13,123+107.7% | $10,843+151.4% | $11,599+135.0% |