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 | $51,631+56.0% | $129,397-37.7% | $80,925-0.4% |
| Participation rate | 100.0% | 56.9%+43.1pp | 69.6%+30.4pp | 67.7%+32.3pp |
| Annual return | 12.45% | 20.77%-8.3pp | 9453.98%-9441.5pp | 35.65%-23.2pp |
| Employer contribution / active EE | $3,380 | $1,583+113.5% | $4,154-18.6% | $2,756+22.6% |
| Participant deferral / active EE | $3,928 | $2,670+47.1% | $4,167-5.7% | $4,299-8.6% |
| Admin fee / account holder | $13,032 | $4,309+202.4% | $7,679+69.7% | $6,940+87.8% |