Filed November 16, 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 | $82,255 | $72,396+13.6% | $67,511+21.8% | $145,959-43.6% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.4pp | 80.3%+15.0pp |
| Annual return | 14.85% | 7194.07%-7179.2pp | 3517.41%-3502.6pp | 561.95%-547.1pp |
| Employer contribution / active EE | $8,755 | $3,071+185.1% | $2,733+220.4% | $4,661+87.8% |
| Participant deferral / active EE | $9,046 | $4,781+89.2% | $4,000+126.1% | $6,689+35.2% |
| Admin fee / account holder | $2,413 | $5,538-56.4% | $3,999-39.7% | $13,398-82.0% |