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 | $221,468 | $184,000+20.4% | $162,185+36.6% | $152,909+44.8% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 24.65% | 150.80%-126.1pp | 115.61%-91.0pp | 345.46%-320.8pp |
| Employer contribution / active EE | $11,704 | $6,370+83.7% | $5,613+108.5% | $4,764+145.7% |
| Participant deferral / active EE | $15,237 | $8,033+89.7% | $7,297+108.8% | $5,851+160.4% |
| Admin fee / account holder | $17,016 | $13,124+29.7% | $10,844+56.9% | $11,601+46.7% |