Filed March 10, 2022
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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 | $35,209 | $175,257-79.9% | $149,717-76.5% | $139,456-74.8% |
| Participation rate | 100.0% | 83.4%+16.6pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 20.11% | 166.70%-146.6pp | 134.41%-114.3pp | 373.45%-353.3pp |
| Employer contribution / active EE | $2,652 | $5,477-51.6% | $4,820-45.0% | $4,753-44.2% |
| Participant deferral / active EE | $4,526 | $6,521-30.6% | $5,682-20.3% | $6,711-32.6% |
| Admin fee / account holder | $346 | $16,156-97.9% | $13,213-97.4% | $11,407-97.0% |