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 | $99,513 | $109,872-9.4% | $98,483+1.0% | $167,536-40.6% |
| Participation rate | 75.0% | 75.8%-0.8pp | 73.3%+1.7pp | 82.1%-7.1pp |
| Annual return | 21.71% | 1959.31%-1937.6pp | 1494.38%-1472.7pp | 478.82%-457.1pp |
| Employer contribution / active EE | $7,772 | $3,225+141.0% | $2,961+162.5% | $4,839+60.6% |
| Participant deferral / active EE | $0 | $4,673-100.0% | $4,276-100.0% | $6,342-100.0% |
| Admin fee / account holder | $2,881 | $6,757-57.4% | $5,953-51.6% | $12,315-76.6% |