Filed May 4, 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 | $104,236 | $49,025+112.6% | $87,502+19.1% | $62,881+65.8% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 46.23% | 10.02%+36.2pp | 12.21%+34.0pp | 20.14%+26.1pp |
| Employer contribution / active EE | $6,452 | $1,372+370.3% | $2,550+153.0% | $2,281+182.9% |
| Participant deferral / active EE | $0 | $2,289-100.0% | $3,149-100.0% | $3,203-100.0% |
| Admin fee / account holder | $46,981 | $4,065+1055.6% | $4,221+1013.1% | $4,296+993.7% |