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 | $80,565 | $51,638+56.0% | $129,406-37.7% | $80,959-0.5% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.45% | 20.78%-8.3pp | 9468.18%-9455.7pp | 35.67%-23.2pp |
| Employer contribution / active EE | $3,380 | $1,584+113.4% | $4,155-18.7% | $2,757+22.6% |
| Participant deferral / active EE | $3,928 | $2,670+47.1% | $4,167-5.7% | $4,300-8.7% |
| Admin fee / account holder | $13,032 | $4,313+202.1% | $7,689+69.5% | $6,925+88.2% |