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 | $76,591 | $176,077-56.5% | $159,455-52.0% | $167,518-54.3% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 13.18% | 331.83%-318.7pp | 263.63%-250.5pp | 478.71%-465.5pp |
| Employer contribution / active EE | $7,744 | $5,298+46.2% | $4,830+60.3% | $4,838+60.0% |
| Participant deferral / active EE | $8,900 | $7,751+14.8% | $7,353+21.0% | $6,342+40.3% |
| Admin fee / account holder | $23,747 | $12,556+89.1% | $10,800+119.9% | $12,312+92.9% |