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 | $179,431 | $53,596+234.8% | $90,657+97.9% | $64,173+179.6% |
| Participation rate | 100.0% | 64.5%+35.5pp | 74.0%+26.0pp | 69.6%+30.4pp |
| Annual return | 26.74% | 4.41%+22.3pp | 1.89%+24.9pp | 7.63%+19.1pp |
| Employer contribution / active EE | $5,556 | $1,503+269.6% | $2,532+119.4% | $2,381+133.3% |
| Participant deferral / active EE | $0 | $2,459-100.0% | $3,424-100.0% | $3,470-100.0% |
| Admin fee / account holder | $1,496 | $3,868-61.3% | $4,994-70.0% | $4,887-69.4% |