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 | $51,184+32.6% | $66,439+2.2% | $86,983-21.9% |
| Participation rate | 75.7% | 68.5%+7.2pp | 74.5%+1.2pp | 69.5%+6.1pp |
| Annual return | 13.49% | 17.07%-3.6pp | 757.66%-744.2pp | 25.83%-12.3pp |
| Employer contribution / active EE | $3,849 | $2,023+90.3% | $2,637+46.0% | $2,584+48.9% |
| Participant deferral / active EE | $4,931 | $2,927+68.4% | $3,876+27.2% | $4,194+17.6% |
| Admin fee / account holder | $3,268 | $4,154-21.3% | $6,173-47.1% | $7,856-58.4% |