Filed January 26, 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 | $33,352 | $47,479-29.8% | $62,929-47.0% | $82,448-59.5% |
| Participation rate | 97.8% | 66.9%+30.9pp | 73.1%+24.7pp | 68.1%+29.7pp |
| Annual return | 14.80% | 20.34%-5.5pp | 1063.93%-1049.1pp | 41.64%-26.8pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $6,375 | $2,870+122.1% | $3,888+64.0% | $4,139+54.0% |
| Admin fee / account holder | $4,780 | $3,804+25.7% | $5,065-5.6% | $7,234-33.9% |