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 | $71,057+119.1% | $93,654+66.3% | $80,874+92.5% |
| Participation rate | 90.3% | 60.4%+29.9pp | 68.7%+21.6pp | 67.6%+22.6pp |
| Annual return | 97.19% | 11.26%+85.9pp | 133.34%-36.2pp | 35.62%+61.6pp |
| Employer contribution / active EE | $2,556 | $1,564+63.4% | $2,421+5.6% | $2,756-7.3% |
| Participant deferral / active EE | $0 | $4,034-100.0% | $4,413-100.0% | $4,297-100.0% |
| Admin fee / account holder | $763 | $6,944-89.0% | $8,282-90.8% | $6,935-89.0% |