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 | $72,426+13.6% | $67,560+21.8% | $145,897-43.6% |
| Participation rate | 95.2% | 76.9%+18.3pp | 72.9%+22.3pp | 80.3%+14.9pp |
| Annual return | 14.85% | 7226.78%-7211.9pp | 3533.50%-3518.6pp | 552.29%-537.4pp |
| Employer contribution / active EE | $8,755 | $3,074+184.8% | $2,737+219.9% | $4,663+87.8% |
| Participant deferral / active EE | $9,046 | $4,785+89.0% | $4,004+125.9% | $6,689+35.2% |
| Admin fee / account holder | $2,413 | $5,514-56.2% | $3,994-39.6% | $13,390-82.0% |