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 | $69,124 | $103,038-32.9% | $90,324-23.5% | $152,909-54.8% |
| Participation rate | 87.0% | 75.9%+11.1pp | 73.3%+13.7pp | 82.5%+4.5pp |
| Annual return | 20.46% | 95.25%-74.8pp | 78.15%-57.7pp | 345.46%-325.0pp |
| Employer contribution / active EE | $6,991 | $3,141+122.6% | $2,856+144.8% | $4,764+46.7% |
| Participant deferral / active EE | $0 | $4,282-100.0% | $3,885-100.0% | $5,851-100.0% |
| Admin fee / account holder | $15,127 | $6,177+144.9% | $5,356+182.5% | $11,601+30.4% |