Filed April 12, 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 | $72,770 | $99,011-26.5% | $86,582-16.0% | $147,586-50.7% |
| Participation rate | 95.0% | 76.3%+18.7pp | 73.5%+21.5pp | 82.8%+12.2pp |
| Annual return | 16.61% | 1312.75%-1296.1pp | 965.08%-948.5pp | 578.59%-562.0pp |
| Employer contribution / active EE | $6,408 | $3,132+104.6% | $2,839+125.7% | $4,876+31.4% |
| Participant deferral / active EE | $0 | $3,972-100.0% | $3,609-100.0% | $5,439-100.0% |
| Admin fee / account holder | $14,247 | $5,709+149.6% | $4,904+190.5% | $10,886+30.9% |