Filed July 8, 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 | $155,715 | $71,230+118.6% | $93,727+66.1% | $80,959+92.3% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.7%+22.6pp |
| Annual return | 97.19% | 11.26%+85.9pp | 133.83%-36.6pp | 35.67%+61.5pp |
| Employer contribution / active EE | $2,556 | $1,565+63.3% | $2,421+5.5% | $2,757-7.3% |
| Participant deferral / active EE | $0 | $4,037-100.0% | $4,417-100.0% | $4,300-100.0% |
| Admin fee / account holder | $763 | $6,961-89.0% | $8,292-90.8% | $6,925-89.0% |