Filed July 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 | $101,722 | $52,353+94.3% | $120,225-15.4% | $82,448+23.4% |
| Participation rate | 100.0% | 58.3%+41.7pp | 69.6%+30.4pp | 68.1%+31.9pp |
| Annual return | 20.69% | 61.85%-41.2pp | 439.23%-418.5pp | 41.64%-20.9pp |
| Employer contribution / active EE | $3,845 | $1,510+154.6% | $3,475+10.6% | $2,551+50.7% |
| Participant deferral / active EE | $4,696 | $2,627+78.8% | $3,999+17.4% | $4,139+13.4% |
| Admin fee / account holder | $5,511 | $4,363+26.3% | $5,696-3.2% | $7,234-23.8% |