Filed August 17, 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 | $114,140 | $157,829-27.7% | $136,867-16.6% | $198,609-42.5% |
| Participation rate | 100.0% | 77.2%+22.8pp | 74.5%+25.5pp | 82.4%+17.6pp |
| Annual return | 15.30% | 51.25%-35.9pp | 42.97%-27.7pp | 202.70%-187.4pp |
| Employer contribution / active EE | $11,790 | $3,923+200.6% | $3,547+232.4% | $5,055+133.2% |
| Participant deferral / active EE | $2,838 | $5,463-48.0% | $4,924-42.4% | $6,977-59.3% |
| Admin fee / account holder | $3,194 | $11,107-71.2% | $10,340-69.1% | $19,030-83.2% |