Filed March 17, 2022 (most recent of 3 filings on file)
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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 | $128,975 | $76,551+68.5% | $123,894+4.1% | $62,881+105.1% |
| Participation rate | 84.5% | 73.0%+11.5pp | 81.4%+3.1pp | 69.3%+15.2pp |
| Annual return | 8.75% | 18.68%-9.9pp | 47.52%-38.8pp | 20.14%-11.4pp |
| Employer contribution / active EE | $9,526 | $2,882+230.5% | $4,617+106.3% | $2,281+317.6% |
| Participant deferral / active EE | $7,471 | $4,840+54.4% | $5,984+24.9% | $3,203+133.3% |
| Admin fee / account holder | $10,511 | $4,826+117.8% | $8,357+25.8% | $4,296+144.7% |