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 | $73,546+175.1% | $63,018+221.1% | $147,586+37.1% |
| Participation rate | 87.0% | 77.9%+9.1pp | 74.8%+12.2pp | 82.8%+4.1pp |
| Annual return | 11.95% | 175.56%-163.6pp | 87.62%-75.7pp | 578.59%-566.6pp |
| Employer contribution / active EE | $8,419 | $3,324+153.3% | $2,761+204.9% | $4,876+72.6% |
| Participant deferral / active EE | $4,991 | $4,185+19.3% | $3,330+49.9% | $5,439-8.2% |
| Admin fee / account holder | $18,745 | $5,956+214.7% | $3,601+420.6% | $10,886+72.2% |