Filed June 1, 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 | $37,551 | $65,434-42.6% | $98,483-61.9% | $85,847-56.3% |
| Participation rate | 100.0% | 65.0%+35.0pp | 73.3%+26.7pp | 69.3%+30.7pp |
| Annual return | 23.45% | 21.75%+1.7pp | 1494.38%-1470.9pp | 318.61%-295.2pp |
| Employer contribution / active EE | $2,592 | $2,169+19.5% | $2,961-12.5% | $2,565+1.0% |
| Participant deferral / active EE | $6,510 | $3,168+105.5% | $4,276+52.2% | $3,952+64.7% |
| Admin fee / account holder | $1,069 | $4,595-76.7% | $5,953-82.0% | $6,261-82.9% |