Filed September 7, 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 | $150,000 | $87,132+72.2% | $105,624+42.0% | $80,959+85.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.7%+32.3pp |
| Annual return | 52.68% | 17.03%+35.6pp | 116.20%-63.5pp | 35.67%+17.0pp |
| Employer contribution / active EE | $8,277 | $2,397+245.4% | $3,168+161.3% | $2,757+200.2% |
| Participant deferral / active EE | $0 | $3,985-100.0% | $5,013-100.0% | $4,300-100.0% |
| Admin fee / account holder | $4,836 | $8,449-42.8% | $10,961-55.9% | $6,925-30.2% |