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 | $97,254 | $57,330+69.6% | $86,656+12.2% | $75,177+29.4% |
| Participation rate | 100.0% | 63.2%+36.8pp | 71.7%+28.3pp | 67.2%+32.8pp |
| Annual return | 18.51% | 2675.40%-2656.9pp | 593.09%-574.6pp | 160.75%-142.2pp |
| Employer contribution / active EE | $9,306 | $2,316+301.7% | $3,025+207.6% | $2,671+248.4% |
| Participant deferral / active EE | $0 | $3,320-100.0% | $4,439-100.0% | $4,126-100.0% |
| Admin fee / account holder | $8,340 | $4,115+102.7% | $5,619+48.4% | $5,651+47.6% |