Filed May 26, 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 | $106,800 | $50,554+111.3% | $67,681+57.8% | $87,485+22.1% |
| Participation rate | 100.0% | 67.7%+32.3pp | 73.7%+26.3pp | 68.9%+31.1pp |
| Annual return | 13.53% | 17.81%-4.3pp | 590.58%-577.1pp | 26.06%-12.5pp |
| Employer contribution / active EE | $5,232 | $1,988+163.1% | $2,678+95.3% | $2,596+101.5% |
| Participant deferral / active EE | $6,068 | $2,961+104.9% | $3,976+52.6% | $4,274+42.0% |
| Admin fee / account holder | $23,547 | $4,132+469.8% | $6,100+286.0% | $7,775+202.9% |