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 | $145,177 | $56,110+158.7% | $94,993+52.8% | $70,126+107.0% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.9%+26.1pp | 69.5%+30.5pp |
| Annual return | 42.49% | 51.02%-8.5pp | 27.14%+15.3pp | 73.15%-30.7pp |
| Employer contribution / active EE | $5,405 | $1,442+274.8% | $2,603+107.6% | $2,343+130.8% |
| Participant deferral / active EE | $0 | $2,391-100.0% | $3,317-100.0% | $3,332-100.0% |
| Admin fee / account holder | $14,833 | $3,456+329.1% | $4,960+199.0% | $4,646+219.3% |