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 | $59,081 | $69,252-14.7% | $64,099-7.8% | $139,456-57.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 20.76% | 45.89%-25.1pp | 33.70%-12.9pp | 373.45%-352.7pp |
| Employer contribution / active EE | $7,979 | $3,184+150.6% | $2,748+190.3% | $4,753+67.9% |
| Participant deferral / active EE | $9,494 | $4,683+102.7% | $3,881+144.6% | $6,711+41.5% |
| Admin fee / account holder | $1,594 | $4,248-62.5% | $3,070-48.1% | $11,407-86.0% |