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 | $197,211 | $67,396+192.6% | $60,919+223.7% | $134,545+46.6% |
| Participation rate | 70.0% | 76.2%-6.2pp | 73.1%-3.1pp | 81.2%-11.2pp |
| Annual return | -11.50% | 50.12%-61.6pp | 16.96%-28.5pp | 418.37%-429.9pp |
| Employer contribution / active EE | $11,563 | $3,101+272.9% | $2,704+327.6% | $4,742+143.9% |
| Participant deferral / active EE | $9,335 | $4,534+105.9% | $3,814+144.7% | $6,401+45.8% |
| Admin fee / account holder | $53,318 | $4,590+1061.6% | $3,228+1551.9% | $11,431+366.4% |