Filed June 7, 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 | $142,608 | $72,071+97.9% | $68,368+108.6% | $137,256+3.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 23.82% | 353.14%-329.3pp | 292.57%-268.8pp | 220.34%-196.5pp |
| Employer contribution / active EE | $7,312 | $2,788+162.3% | $2,649+176.0% | $4,156+75.9% |
| Participant deferral / active EE | $12,589 | $4,410+185.5% | $4,123+205.4% | $6,407+96.5% |
| Admin fee / account holder | $1,133 | $5,336-78.8% | $5,150-78.0% | $12,270-90.8% |