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 | $93,406 | $79,944+16.8% | $98,441-5.1% | $75,173+24.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 219.09% | 19.75%+199.3pp | 21.16%+197.9pp | 160.65%+58.4pp |
| Employer contribution / active EE | $7,844 | $2,264+246.5% | $3,048+157.3% | $2,670+193.7% |
| Participant deferral / active EE | $0 | $3,752-100.0% | $4,738-100.0% | $4,126-100.0% |
| Admin fee / account holder | $6,173 | $6,840-9.8% | $8,960-31.1% | $5,651+9.2% |