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 | $13,391 | $77,416-82.7% | $69,464-80.7% | $152,897-91.2% |
| Participation rate | 90.9% | 78.1%+12.8pp | 74.6%+16.3pp | 82.5%+8.5pp |
| Annual return | 0.00% | 39.08%-39.1pp | 28.98%-29.0pp | 345.43%-345.4pp |
| Employer contribution / active EE | $5,249 | $3,315+58.4% | $2,779+88.9% | $4,764+10.2% |
| Participant deferral / active EE | $4,834 | $4,413+9.5% | $3,536+36.7% | $5,851-17.4% |
| Admin fee / account holder | $387 | $6,208-93.8% | $3,840-89.9% | $11,599-96.7% |