Filed April 14, 2022 (most recent of 3 filings on file)
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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 | $186,850 | $114,013+63.9% | $103,693+80.2% | $155,188+20.4% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 80.8%+19.2pp |
| Annual return | 22.57% | 49.31%-26.7pp | 47.61%-25.0pp | 148.84%-126.3pp |
| Employer contribution / active EE | $24,525 | $3,131+683.2% | $2,920+739.8% | $4,248+477.3% |
| Participant deferral / active EE | $11,191 | $4,970+125.2% | $4,579+144.4% | $6,531+71.3% |
| Admin fee / account holder | $8,165 | $8,407-2.9% | $7,858+3.9% | $14,480-43.6% |