Filed January 7, 2022
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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 | $69,388 | $148,582-53.3% | $135,942-49.0% | $139,456-50.2% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 22.28% | 79.26%-57.0pp | 68.28%-46.0pp | 373.45%-351.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $8,961 | $8,101+10.6% | $7,759+15.5% | $6,711+33.5% |
| Admin fee / account holder | $375 | $12,402-97.0% | $10,764-96.5% | $11,407-96.7% |