Filed August 15, 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 | $37,873 | $68,412-44.6% | $94,679-60.0% | $75,181-49.6% |
| Participation rate | 79.5% | 76.1%+3.4pp | 80.8%-1.4pp | 67.2%+12.3pp |
| Annual return | 29.21% | 616.91%-587.7pp | 156.75%-127.5pp | 160.69%-131.5pp |
| Employer contribution / active EE | $1,500 | $2,701-44.5% | $3,673-59.2% | $2,671-43.8% |
| Participant deferral / active EE | $5,804 | $6,537-11.2% | $7,417-21.8% | $4,126+40.7% |
| Admin fee / account holder | $871 | $5,326-83.6% | $7,233-88.0% | $5,650-84.6% |