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 | $190,348 | $77,449+145.8% | $69,483+173.9% | $152,909+24.5% |
| Participation rate | 91.7% | 78.1%+13.6pp | 74.6%+17.1pp | 82.5%+9.2pp |
| Annual return | 14.59% | 39.09%-24.5pp | 28.99%-14.4pp | 345.46%-330.9pp |
| Employer contribution / active EE | $8,757 | $3,316+164.1% | $2,780+215.0% | $4,764+83.8% |
| Participant deferral / active EE | $4,219 | $4,415-4.4% | $3,537+19.3% | $5,851-27.9% |
| Admin fee / account holder | $15,485 | $6,210+149.4% | $3,841+303.2% | $11,601+33.5% |