Filed August 26, 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 | $103,085 | $73,978+39.3% | $96,515+6.8% | $75,173+37.1% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 28.47% | 26.72%+1.7pp | 35.73%-7.3pp | 160.72%-132.2pp |
| Employer contribution / active EE | $7,000 | $2,931+138.9% | $3,740+87.2% | $2,671+162.1% |
| Participant deferral / active EE | $0 | $3,660-100.0% | $4,880-100.0% | $4,126-100.0% |
| Admin fee / account holder | $1,975 | $5,219-62.2% | $6,735-70.7% | $5,651-65.0% |