Filed February 28, 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 | $163,824 | $171,865-4.7% | $149,718+9.4% | $147,585+11.0% |
| Participation rate | 100.0% | 88.2%+11.8pp | 87.1%+12.9pp | 82.8%+17.2pp |
| Annual return | 24.19% | 2113.29%-2089.1pp | 1501.67%-1477.5pp | 578.56%-554.4pp |
| Employer contribution / active EE | $13,160 | $6,275+109.7% | $5,445+141.7% | $4,876+169.9% |
| Participant deferral / active EE | $8,622 | $7,270+18.6% | $6,569+31.3% | $5,439+58.5% |
| Admin fee / account holder | $484 | $13,799-96.5% | $11,283-95.7% | $10,885-95.6% |