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 | $214,807 | $58,523+267.0% | $99,489+115.9% | $72,977+194.3% |
| Participation rate | 100.0% | 64.6%+35.4pp | 73.8%+26.2pp | 69.5%+30.5pp |
| Annual return | 24.09% | 28.51%-4.4pp | 30.72%-6.6pp | 81.02%-56.9pp |
| Employer contribution / active EE | $12,353 | $1,512+717.0% | $2,541+386.2% | $2,440+406.2% |
| Participant deferral / active EE | $0 | $2,606-100.0% | $3,619-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,951 | $4,102-28.1% | $6,254-52.8% | $5,124-42.4% |