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 | $76,000 | $60,139+26.4% | $90,461-16.0% | $79,856-4.8% |
| Participation rate | 100.0% | 65.0%+35.0pp | 72.7%+27.3pp | 69.6%+30.4pp |
| Annual return | 13.97% | 71.96%-58.0pp | 1294.76%-1280.8pp | 31.71%-17.7pp |
| Employer contribution / active EE | $6,779 | $2,069+227.7% | $3,264+107.7% | $2,471+174.3% |
| Participant deferral / active EE | $0 | $2,939-100.0% | $3,964-100.0% | $3,741-100.0% |
| Admin fee / account holder | $4,715 | $3,978+18.5% | $5,617-16.0% | $5,306-11.1% |