Filed December 8, 2021
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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 | $225,695 | $175,231+28.8% | $149,696+50.8% | $139,466+61.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 16.01% | 166.77%-150.8pp | 134.46%-118.4pp | 373.66%-357.7pp |
| Employer contribution / active EE | $6,221 | $5,478+13.6% | $4,821+29.0% | $4,754+30.9% |
| Participant deferral / active EE | $3,775 | $6,521-42.1% | $5,682-33.6% | $6,712-43.8% |
| Admin fee / account holder | $59,328 | $16,155+267.2% | $13,212+349.0% | $11,409+420.0% |