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 | $210,764 | $94,031+124.1% | $115,768+82.1% | $82,448+155.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 41.69% | 20.61%+21.1pp | 100.46%-58.8pp | 41.64%+0.1pp |
| Employer contribution / active EE | $8,844 | $2,323+280.7% | $2,940+200.8% | $2,551+246.7% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $4,917-100.0% | $4,139-100.0% |
| Admin fee / account holder | $4,678 | $10,249-54.4% | $12,439-62.4% | $7,234-35.3% |