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 | $19,958 | $81,664-75.6% | $70,476-71.7% | $158,966-87.4% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 41.61% | 208.59%-167.0pp | 109.12%-67.5pp | 302.95%-261.3pp |
| Employer contribution / active EE | $5,702 | $3,219+77.1% | $2,738+108.3% | $4,762+19.7% |
| Participant deferral / active EE | $5,240 | $4,556+15.0% | $3,710+41.2% | $5,983-12.4% |
| Admin fee / account holder | $462 | $6,197-92.5% | $3,847-88.0% | $11,250-95.9% |