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 | $155,298 | $84,741+83.3% | $75,731+105.1% | $167,553-7.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.8%+25.2pp | 82.1%+17.9pp |
| Annual return | 11.79% | 199.72%-187.9pp | 104.65%-92.9pp | 478.89%-467.1pp |
| Employer contribution / active EE | $9,553 | $3,230+195.7% | $2,743+248.3% | $4,840+97.4% |
| Participant deferral / active EE | $5,801 | $4,577+26.7% | $3,820+51.8% | $6,343-8.5% |
| Admin fee / account holder | $40,831 | $5,361+661.7% | $3,620+1027.9% | $12,316+231.5% |