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 | $176,795 | $89,370+97.8% | $141,197+25.2% | $72,976+142.3% |
| Participation rate | 97.3% | 75.1%+22.2pp | 82.5%+14.8pp | 69.5%+27.8pp |
| Annual return | 21.94% | 111.88%-89.9pp | 71.41%-49.5pp | 81.02%-59.1pp |
| Employer contribution / active EE | $11,816 | $3,115+279.3% | $4,736+149.5% | $2,440+384.3% |
| Participant deferral / active EE | $9,555 | $5,419+76.3% | $6,710+42.4% | $3,608+164.9% |
| Admin fee / account holder | $11,548 | $5,957+93.9% | $10,265+12.5% | $5,124+125.4% |