Filed December 12, 2021
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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 | $132,978 | $162,136-18.0% | $152,301-12.7% | $154,746-14.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 82.4%+9.9pp | 80.7%+11.6pp |
| Annual return | 15.84% | 91.02%-75.2pp | 80.50%-64.7pp | 172.34%-156.5pp |
| Employer contribution / active EE | $6,330 | $4,890+29.4% | $4,624+36.9% | $4,379+44.5% |
| Participant deferral / active EE | $12,984 | $8,341+55.7% | $8,004+62.2% | $6,730+92.9% |
| Admin fee / account holder | $6,673 | $15,759-57.7% | $14,398-53.7% | $14,365-53.5% |