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 | $72,446+13.5% | $67,561+21.7% | $145,877-43.6% |
| Participation rate | 95.2% | 76.9%+18.4pp | 72.9%+22.3pp | 80.3%+14.9pp |
| Annual return | 14.85% | 7211.98%-7197.1pp | 3525.44%-3510.6pp | 551.28%-536.4pp |
| Employer contribution / active EE | $8,755 | $3,072+185.0% | $2,735+220.1% | $4,663+87.8% |
| Participant deferral / active EE | $9,046 | $4,785+89.1% | $4,003+126.0% | $6,691+35.2% |
| Admin fee / account holder | $2,413 | $5,541-56.5% | $4,006-39.8% | $13,402-82.0% |