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 | $18,276 | $45,050-59.4% | $63,018-71.0% | $70,126-73.9% |
| Participation rate | 90.0% | 69.5%+20.5pp | 74.8%+15.2pp | 69.5%+20.5pp |
| Annual return | 19.13% | 18.76%+0.4pp | 87.62%-68.5pp | 73.15%-54.0pp |
| Employer contribution / active EE | $0 | $2,052-100.0% | $2,761-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,198 | $2,466+110.8% | $3,330+56.1% | $3,332+56.0% |
| Admin fee / account holder | $473 | $2,834-83.3% | $3,601-86.9% | $4,645-89.8% |