Filed October 13, 2021
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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 | $202,343 | $73,518+175.2% | $63,003+221.2% | $147,585+37.1% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.8%+12.1pp | 82.8%+4.1pp |
| Annual return | 11.95% | 175.46%-163.5pp | 87.59%-75.6pp | 578.56%-566.6pp |
| Employer contribution / active EE | $8,419 | $3,322+153.4% | $2,760+205.0% | $4,876+72.6% |
| Participant deferral / active EE | $4,991 | $4,183+19.3% | $3,329+49.9% | $5,439-8.2% |
| Admin fee / account holder | $18,745 | $5,952+214.9% | $3,600+420.7% | $10,885+72.2% |