Filed June 6, 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 | $18,069 | $83,337-78.3% | $67,836-73.4% | $273,973-93.4% |
| Participation rate | 100.0% | 76.4%+23.6pp | 68.8%+31.2pp | 83.0%+17.0pp |
| Annual return | 6.75% | 259.45%-252.7pp | 138.49%-131.7pp | 41.46%-34.7pp |
| Employer contribution / active EE | $1,347 | $3,287-59.0% | $2,404-44.0% | $4,869-72.3% |
| Participant deferral / active EE | $1,556 | $4,088-61.9% | $3,160-50.7% | $5,287-70.6% |
| Admin fee / account holder | $1,332 | $6,752-80.3% | $4,621-71.2% | $10,133-86.9% |