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 | $48,343 | $81,262-40.5% | $155,602-68.9% | $80,911-40.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 16.87% | 33.34%-16.5pp | 64.81%-47.9pp | 35.63%-18.8pp |
| Employer contribution / active EE | $2,545 | $3,102-17.9% | $4,675-45.6% | $2,756-7.6% |
| Participant deferral / active EE | $3,943 | $3,451+14.3% | $5,629-29.9% | $4,297-8.2% |
| Admin fee / account holder | $1,046 | $7,992-86.9% | $15,923-93.4% | $6,935-84.9% |