Filed May 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 | $67,892 | $48,011+41.4% | $63,803+6.4% | $82,637-17.8% |
| Participation rate | 75.7% | 66.6%+9.1pp | 72.7%+3.0pp | 68.1%+7.6pp |
| Annual return | 13.49% | 19.84%-6.4pp | 543.72%-530.2pp | 53.51%-40.0pp |
| Employer contribution / active EE | $3,849 | $1,904+102.2% | $2,532+52.0% | $2,552+50.8% |
| Participant deferral / active EE | $4,931 | $2,846+73.2% | $3,843+28.3% | $4,126+19.5% |
| Admin fee / account holder | $3,268 | $3,873-15.6% | $5,196-37.1% | $7,339-55.5% |