Filed April 12, 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 | $135,352 | $75,832+78.5% | $147,617-8.3% | $59,633+127.0% |
| Participation rate | 100.0% | 71.6%+28.4pp | 84.6%+15.4pp | 68.7%+31.3pp |
| Annual return | -2.17% | 0.37%-2.5pp | 61.98%-64.1pp | 2041.45%-2043.6pp |
| Employer contribution / active EE | $8,337 | $3,485+139.2% | $5,564+49.8% | $2,203+278.5% |
| Participant deferral / active EE | $4,807 | $3,131+53.5% | $4,895-1.8% | $3,192+50.6% |
| Admin fee / account holder | $3,830 | $5,986-36.0% | $11,612-67.0% | $4,297-10.9% |