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 | $69,540 | $45,043+54.4% | $63,005+10.4% | $70,124-0.8% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 15.37% | 18.76%-3.4pp | 87.59%-72.2pp | 73.14%-57.8pp |
| Employer contribution / active EE | $4,126 | $2,052+101.1% | $2,760+49.5% | $2,342+76.2% |
| Participant deferral / active EE | $6,339 | $2,466+157.1% | $3,329+90.4% | $3,332+90.2% |
| Admin fee / account holder | $7,700 | $2,833+171.8% | $3,599+113.9% | $4,645+65.7% |